Let the tailwinds blow! What a week it has been for the markets, plenty of action to keep us on our toes. First, the Federal Reserve kicked things off with a 50-basis point rate cut, like throwing a party for borrowers.
Not to be outdone, China just dropped its biggest stimulus package since 2020, proving they are ready to pump up their economy with more ammunition. Beijing introduced its most extensive stimulus measures since the pandemic, including increased funding and interest rate cuts.
Our risk assets have gained riding the wave with a nice boost. Together, these moves are shaking things up. As always, we have to keep an eye on what is next, and what could throw another wet blanket on the positive sentiments of the moment.
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