Weekly markets checklist. Week 151. 15th March 2024

This week we concentrate on US inflation after the publication of February CPI and PPI numbers both of which came in hot, and on last Friday’s Nonfarm Payrolls report. We also have special sections on the Nasdaq 100 and equity allocation as a predictor of equity market returns. Plus we have all the usual market and economic data.
Chapters
00:00:35 This week’s news
00:05:53 This week’s economic data
00:06:22 UK economic data
00:18:27 EU economic data
00:20:12 US economic data
00:40:59 China economic data
00:44:26 One chart
00:46:03 Inflation watch
00:51:34 Recession watch
00:55:41 Soft landing watch
00:57:50 Weekly quiz
00:58:56 Buy the Nasdaq 100 and retire?
01:04:34 The single best predictor of equity market returns
01:16:32 Other charts
01:18:39 Good news
01:19:59 Equity market checklist
01:28:29 Commodity summary
01:33:50 Industrial metals checklist
01:35:53 Precious metals checklist
01:38:42 Bond yield and interest rates checklist
01:41:32 Concluding comments
01:42:21 Richard’s portfolio update
01:43:22 Keith’s portfolio update
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