Aviso Weekly Market Monitor: December 4th – December 8th

Dec 11, 2023

Market developments

Equities:
The global equity markets showed a positive trend this week, with major indices such as the S&P 500 and Nasdaq 100 recording gains. The S&P 500 rose by 0.2%, while the Nasdaq 100 increased by 0.7%. This upward movement reflects growing investor confidence, bolstered by the expectation of inflation easing and a stable economic environment. Despite these optimistic trends, the market continues to navigate through a mix of economic data and varied forecasts for corporate earnings in the upcoming year.

Fixed income:
In the fixed income sector, the focus remained on the anticipation of future central bank policies, especially regarding interest rate movements in the coming year. Investors are closely watching the economic indicators and central bank statements to gauge the likelihood and timing of rate cuts. This heightened attention on macroeconomic trends and policy shifts underscores the current market sensitivity to monetary policy changes and their potential impact on fixed income investments.

Commodities:
The oil sector was volatile, with WTI crude futures fluctuating throughout the week. Prices ultimately settled around $71 a barrel, influenced by global market dynamics and OPEC+ discussions. Despite some recovery in oil prices, concerns about a global surplus continue to exert downward pressure. The market is also keeping an eye on the U.S.’s actions to refill its Strategic Petroleum Reserve, which has implications for future oil supply and pricing.

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