Charts of the Week

August 04, 2023 - 1 min read


In this latest edition of our weekly market update:

  • The Fed hikes and emphasizes data dependency;
  • The ECB hikes and softens its hawkish rhetoric;
  • Economic surprises diverge significantly between the US and EU;
  • The BOJ adjusts its yield curve control and adds pressure on yields;
  • Further deceleration in earnings for the S&P500;
  • The slowdown in inflation removes a support to nominal sales growth;
  • Another sentiment indicator suggests that bears have disappeared;
  • Banks keep tightening lending standards; and
  • The lagged effect of higher rates.


Click here to read our weekly financial markets update report.


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