As we head into Jackson Hole's symposium by the end of the week, what's next for stocks? Below, we look at the good, the bad and the ugly sides of the current fundamental and technical backdrop.

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No summer break for US politic and central bankers

Ever since the launch of ChatGPT, the words “Generative AI” have taken over headlines, earnings releases, and everyday conversations. While the birth of AI can be traced back to the 50’s, it is the recent momentous advancements in this space that have opened the layman’s eyes to the potential AI has of transforming different aspects of life and industry.

Through his speeches and writings, Warren Buffet's late ‘right-hand man’ left a legacy of real life and investment lessons. Excerpt below (source: Compounding Quality on X)

Economic growth is soft, external challenges rise, but China stays the course. This is essentially the conclusion that can be drawn after the Third Plenum and the most recent economic data. The focus of Xi Jinping is not on trying to maximize short-term economic growth, but rather on continuing the transformation and modernization of the economy. As Donald Trump looks set to return to the White House with a new set of tariffs in his MAGA cap, as Europe eventually raises trade barriers of its own, as sanctions on Russia redefine energy and commodity trade flows, China is central to the ongoing emergence of a new world economic order.

One of the spiritual fathers of behavioral finance passed away in March this year. Below, we pay tribute to Daniel Kahneman by highlighting 10 of his main empirical studies in the field.

“ Creativity is just connecting things.” Steve Jobs

New technologies linked to blockchain are likely to play an important role in the luxury goods industry in the coming years. Overview below with a few case studies.

Brace for elections in Europe and keep a close eye on inflation.