The looming expiry dates of US Covid-19 stimulus, deadlock on the Europe Recovery Fund, China’s stock market fears and the proposed merger of ESR-REIT and Sabana REIT caught our attention this week.
The Founder of the World’s Largest Hedge Fund shared his views on the current economic recovery, the market impact from Central Bank actions and the best store of wealth in this environment.
Stock markets warnings by Ray Dalio, JPM estimates up to $170bn net selling of stocks in the next two weeks, Goldman Sachs signals elevated investor stock positioning, China-US agricultural purchases and upcoming US Banks stress test results are what caught our attention this week.