KN Market View 2024-07-14

#KNMarketView

Key Events. The US inflation rate fell for a third straight month to 3% in June 2024 below forecasts of 3.1%. Next week's earnings reports: GS, BlackRock, UnitedHealth, BoA, Morgan Stanley, Charles Schwab, J&J, Netflix, and Amex.

Government Bonds and Currencies. The DXY remains under pressure, with rate cuts on the horizon.

Commodities. Soft commodities continued under pressure.

Stocks. The Mexican market finally rebounded. JPM tops revenue.

Crypto. The ECB explores blockchain for its digital euro.

Weekly Paper Picks. The Search for Crisis Alpha: Weathering the Storm Using Relative Momentum.