Charts of the Week

November 17, 2023 - 1 min read


In this latest edition of our weekly market update:

  • The right amount of weakness in the labor market;
  • Even inflation numbers were well behaved;
  • Sharp fall in yields as the soft-landing narrative comes back in play;
  • Is the consensus for lower yields too confident?;
  • Goldilocks hopes trigger a brutal reversal in equities;
  • The S&P500 has never been this concentrated;
  • China seeks to normalise relations with the US; and
  • Maybe the US also has some incentive in normalisation…

Click here to read our weekly financial markets update report.


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