GLOBAL WEEKLY KICKSTART Global equities back to all-time high Global equities were up slightly last week. Emerging Markets rose by 1.4% (Exhibit 1). Cyclicals outperformed with Technology up 1.7% (Exhibit 3) while Defensive lagged with Utilities down 3%. Commodities continued their positive run, led by Copper (+3.6%) (Exhibit 4). Macro data this week. US: the JOLTS job openings report, employment cost index, December FOMC meeting, ISM manufacturing and services indexes, core PCE inflation and the University ...

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Core Insights - The article emphasizes the importance of delivering actionable insights that help investors navigate complex markets, particularly focusing on emerging markets and under-the-radar opportunities [1]. Group 1 - The company has a strong focus on global equities, especially in emerging markets [1]. - The goal is to provide deep insights that go beyond typical headlines [1]. - The content is published on various platforms, including Seeking Alpha, TipRanks, and GuruFocus [1].