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Weekly Markets Monitor: 3 ATHs, 2 weeks, 1 message
Last week’s data highlighted diverging global trends: the US saw softer labor and manufacturing but resilient services and improved sentiments; the Eurozone witnessed easing inflation and stronger retail sales; and in Asia, Japan’s consumption picked up, India’s growth outlook was upgraded, and deflation worries lingered in China. Global equity markets closed the week higher, while benchmark 10-year Treasury yields edged modestly lower and the US dollar and oil prices advanced. Two weeks into 2026, and gold seems to have weathered the early headwinds of tax loss selling, portfolio rebalancing and precious-metal ... (full story)