The Saturday Hark Back - 27 Jan 2024
Capturing the themes of the week when there’s more time to digest them.
The Hark Back
The key narratives that drove markets last week:
Theme 1 - CB's on hold until summer?
Theme 2 - Earning season or should it be rebranded "All Time High" season
Theme 3 - Goldilocks US data
Theme 4 - US Elections
Theme 5 - China Watch
Top 10 Reads of the Week on Harkster.com
Top 5 Podcasts of the Week
Week Ahead Previews
Bonus - Tweet of the Week