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#KNMarketView
Main Topics

* Economics - World GDP growth is now expected to slow to its weakest pace since 2008
* Bonds and Currencies - US Consumer Sentiment Rebounds Sharply as Inflation Expectations Ease and Dollar Weakens
* Commodities - Wheat Rallies on Biofuel Boost as Copper Slips on Geopolitics and China Demand
* Equities - Equities Drop as Energy Gains on Middle East Tensions
* Crypto - $750 million investment vehicle dedicated entirely to buying Bitcoin in the middle of a broader shift in U.S. regulatory policy
* Weekly Paper Picks - Beyond the Black Box: Interpretability of LLMs in Finance

KN Market View 2025-06-15

#KNMarketView

Main Topics
* Economics - Trade frictions deepen between China, the United States and the European Union.
* Bonds and Currencies - Europe nears end of rate cuts as BOJ considers slowing tapering
* Commodities - Wheat and Copper Futures Rise on Supply Disruptions, Geopolitical Risks, and Trade Uncertainty
* Equities - The US correction is over, now what?
* Crypto - UK to end ban on retail investors buying crypto exchange-traded notes
* Weekly Paper Picks - Can Artificial Intelligence Trade the Stock Market?

KN Market View 2025-06-08

#KNMarketView

Main Topics
Economics - European companies are becoming increasingly cautious about their outlook in China

Bonds and Currencies - EM bonds shine amid treasury volatility and dollar weakness

Commodities - Cocoa Pressured by Weather and Inventories; Platinum Rallies on Supply Crunch and Chinese Demand

Equities - US Equities; tariffs on, tariffs off

Crypto - Vance Vows to Champion the Crypto ‘Movement’ & Trump's promise to make US world's 'crypto capital' to be a reality

Weekly Paper Picks - Spillover effects of US monetary policy on emerging markets amidst uncertainty

KN Market View 2025-06-01

#KNMarketView
Main Topics
Economics - Japan saw a notable pickup in core inflation in April
Bonds and Currencies - Japan's yield curve under pressure amid BOJ tapering and fiscal concerns
Commodities - Rice Gains on Supply Outlook, Steel Rebar Slips on China Property Risks
Equities - US Equities on a crossroad due to tariffs and credit concerns, imminent inflation
Crypto - US Progress on the GENIUS Bill in the U.S. JPMorgan Allows Clients to Buy Bitcoin
Weekly Paper Picks - The Inflation Gamble

KN Market View 2025-05-25

#KNMarketView Main Topics
Economics - On Friday, Moody’s lowered the United States’ credit
rating from "Aaa" to "Aa1"
Bonds and Currencies - Moody’s downgrade sends U.S. treasury
yields higher across the curve
Commodities - Coffee and Cocoa Diverge: Brazil Crop Outlook
Pressures Coffee, West African Concerns Lift Cocoa
Equities - U.S. Equities Surge on Tariff Truce; Tech Leads as
Correction Fades
Crypto - Coinbase hit from cyberattack days before scheduled
inclusion in the S&P 500 index
Weekly Paper Picks - Refining and Robust Backtesting of Industry
Trends

KN Market View 2025-05-18

#KNMarketView

Main Topics
* Economics - China and the United States have resumed key trade talks
* Bonds and Currencies - Fed holds rates amid inflation pressures, yield curve shifts
* Commodities - Sugar Rises, Wheat Slips Amid Shifting Trade Sentiment and Supply Signals
* Equities - Beware of next week's movements, they might not be what they seem
* Crypto -Coinbase buys Deribit in $2.9 billion deal to expand crypto options base
* Weekly Paper Picks - Liquidity Risk and Expected Stock Returns

KN Market View 2025-05-11

#KNMarketView

Main Topics
Economics - Container trade from China to the U.S. dropped to 23,644 TEUs last week

Bonds and Currencies - Dollar Weakens, Yuan Adjusts: April Reshapes the Financial Landscape

Commodities - Cotton and Silver Weaken on Soft Demand and Improving Trade Sentiment

Equities - US markets make up from April’s losses

Crypto -Morgan Stanley Eyes Launching Crypto Trading Through E*Trade

Weekly Paper Picks - Regime-Based Strategic Asset Allocation

KN Market View 2025-04-05

#KNMarketView

Economics - Half of the U.S. adult citizens expressed fear about the potential of an imminent recession with increasing prices

Bonds and Currencies - Bond Market Barometer: Yield curve steepens as trade war pressures rise

Commodities - Gold Retreats on Trade Easing, Palm Oil Rises on Strong Demand Outlook

Equities - Overall markets saw an increase in returns, led by the rebound on US stocks

Crypto -Stablecoins Could Bring 'ChatGPT' Moment to Blockchain Adoption, Hit $3.7T by 2030: Citi

Weekly Paper Picks - Dynamic Investment Strategies Through Market Classification and Volatility: A Machine Learning Approach

KN Market View 2025-27-04

#KNMarketView

Main Topics
Economics - On wednesday, President Trump announced a new set of tariffs.

Bonds and Currencies - When protectionism backfires: A market reckoning

Commodities - Cocoa and Corn Slide on Tariff Tensions and Shifting Supply Outlooks.

Equities - Russian Markets end the week on red after ceasing fire allegations.

Crypto -Asset Manager BlackRock Secures Registration with UK FCA
Global Market Implications

Weekly Paper Picks - Global market structures and the high price of protectionism

KN Market View 2025-04-06

#KNMarketView

Main Topics:
* Economics - Mexico's economy is heading into recession.
* Bonds and Currencies - US and Mexican economic policies start to diverge.
* Commodities - Silver and Palm Oil Rise on Trade Tensions and Policy Shifts, Gains Limited by Export Risks.
* Equities - Russian Markets end the week on red after ceasing-fire allegations.
* Crypto -FDIC Clarifies Process for Banks to Engage in Crypto-Related Activities
* Weekly Paper Picks - Causal Network Representations in Factor Investing.

KN Market View 2025-03-30

#KNMarketView

Economics - The Fed kept the federal funds rate at 4.25%-4.5%, GDP growth forecasts were lowered to 1.7% for 2025 (from 2.1%).

Bonds and Currencies - Turkey faces renewed market pressure despite Central Bank action.

Commodities - Platinum and Brent Crude Climb on Policy Moves, Sanctions, and Stimulus Hopes.

Equities - Indian markets are starting to ramp up after a tough start of the year, just shy to break even.

Crypto - SEC debates crypto rules as lawmakers push for regulatory clarity & The UAE ruler meets White House crypto czar amid $1.4T investment push.

Weekly Paper Picks - Building Cross-Sectional Systematic Strategies by Learning to Rank.

KN Market View 2025-03-23

#KNMarketView

Main Topics
Economics - At CERAWeek 2025 Amazon, Google, and Meta,
committed to supporting the goal of tripling global nuclear capacity
by 2050.
Bonds and Currencies - Bond Markets Navigate Fed Uncertainty,
Trade Risks, and Inflation Pressures.
Commodities - Cocoa Slips on Supply Outlook, Lumber Faces Tariff
Uncertainty.
Equities - Brazilian Stocks Rally as U.S. Markets Struggle Amid Tariff
Uncertainty.
Crypto - Trump’s Strategic Bitcoin Reserve and Digital Asset
Stockpile, explained.
Weekly Paper Picks - Optimal Execution of Portfolio Transactions.

KN Market View 2025-03-16

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