One by one, quietly and without announcement, the world's central banks are pulling their gold home. From New Delhi to Belgrade, from Frankfurt to Paris, the same strategic decision is being reached independently. The trust that underpinned the postwar reserve system for decades is showing its first serious fractures.
Geopolitical crosswinds: where markets go from here
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One by one, quietly and without announcement, the world's central banks are pulling their gold home. From New Delhi to Belgrade, from Frankfurt to Paris, the same strategic decision is being reached independently. The trust that underpinned the postwar reserve system for decades is showing its first serious fractures.
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U.S. stocks posted strong gains for the third straight week, with several major indexes notching new all-time-highs amid signs of de-escalating conflict in the Middle East, upbeat earnings results, and a series of generally positive economic data releases. The Nasdaq Composite led indexes higher, gaining 6.84%, followed by the Russell 2000 and S&P 500 Indexes. Large-cap growth stocks outperformed their value counterparts for the third consecutive week, supported in part by ongoing enthusiasm around artificial intelligence-linked stocks. Positive sentiment was supported by the ongoing U.S.-Iran ceasefire as well as optimism around continuing negotiations between the two countries.
EM debt and Credit markets post a solid rebound, government bonds still face headwinds
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