Charts of the Week

June 21, 2024 - 1 min read

 

In this latest edition of our weekly market update:

  • Another month of benign inflation data in the US;
  • Core goods disinflation has been the main driver;
  • Keeping a close eye on the US housing market;
  • US retail sales add to the slowing growth narrative;
  • Expectations are moving back in favour of a soft landing;
  • In Europe, France’s political travails lead to bond market jitters…;
  • The historical (& unsustainable) US equity concentration continues; and
  • How far can it stretch?

Click here to read our weekly financial markets update report.

 

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