fbpx
Home Macroeconomic Overview

Macroeconomic Overview

SVET Markets Weekly Update (August 19–23, 2024) On Week 16, data revealed weaker job growth, indicating a cooling labor market. Following Powell’s speech at Jackson Hole confirmed expectations for an interest rate cut in September and fueled a market rally. Monday On Monday, stocks maintained their upward trend, capitalizing on the previous week’s gains and…
On Week 29, the S&P rose 0.5%, the Nasdaq gained 1.4%. Crypto market continued to rally boosted by a passage of the stable coin bill. Monday On Monday, stocks edged higher as investors balanced Trump’s new tariff threats against optimism over earnings and inflation data and additionally lifted by tech stocks like Meta and Netflix. Trump proposed…
SVET Markets Weekly Update – November 11–15, 2024 On Week 46, stock markets experienced declines, reversing earlier optimism as Powell indicated that strong economic growth permits a cautious approach to interest rate cuts. Core inflation remained steady, while small business optimism rose in October, buoyed by reduced uncertainty following the recent election. Nevertheless, challenges such…
SVET Markets Weekly Update – October 7–11, 2024 On Week 41, stocks reached new highs as investors reacted to inflation data. Oil prices climbed due to Middle East tensions. The dollar strengthened, while the Euro weakened. Crypto followed stocks, with BTC rising but ETH remaining relatively stable. Monday On Monday, equities tumbled as investors now…
SVET Markets Weekly Update – July 22–26, 2024 On Week 30, tech stocks plunged, dragging down major indexes as well as BTC (recovered) and ETH as disappointing earnings from tech giants dashed AI-fueled optimism. Alphabet, Tesla, and Visa led the decline, with concerns over spending, revenue, and economic conditions. Meanwhile, the SEC approved VanEck’s Ethereum…
SVET Markets Weekly Update  — April 1st – 5th 2024 On Week 14 jobs data fluctuated, leaving analysts bewildered. Meanwhile, Fed officials added to the confusion with their mixed messages on rate cuts. Globally, tensions between aging world leaders led to a downturn in commodities such as oil, gold, silver, zinc, and aluminum. Additionally, food…
SVET Markets Weekly Update – November 25–29, 2024 On Week 48, the S&P and Dow both reached new ATHs driven by optimism surrounding former Trump’s policies and significant inflows of foreign capital. Despite this positive market sentiment, the underlying economic fundamentals continue to show signs of deterioration. For example, in the manufacturing sector, the Richmond…
On Week 36, the Nasdaq is up 1.2%, the Dow 0.2% and the S&P 0.7%. The crypto market went side-ways most of the week.MondayOn Monday, Americas markets were closed for a holiday. European markets edged higher to start September, with the STOXX 600 and Eurozone STOXX both posting modest gains. Defense stocks led the advance…
SVET Markets Weekly Update (February 23–27, 2026) Week 9 closed in red for both stocks and crypto. On Monday, stocks fell sharply, with the S&P 500 down 0.9%, Nasdaq 100 dropping 1.2%, and the Dow losing 1.6%, as AI disruption fears and trade tensions hit risk assets. President Trump raised global tariffs to 15% under Section…
SVET Markets Weekly Update – Jan 15th–19th 2024 On Week 3, the major stock indexes rallied, most reaching all-time highs, driven by the continued outperformance of the technology sector. Traders maintained optimism despite increasingly bearish comments from FOMC members, anticipating the expected Fed rate hikes. In contrast, EU markets slowed down due to hawkish remarks…