Far out, another 1000 word essay! Sorry mate but can’t help but just skim read these now.
It is an easy picture to paint. World economy is fukd at the moment, China GDP woeful. I see July and August being the bottom of the trough. September will start to see interest rates around the world being cut giving confidence and stock prices starting to price in a more active economy. Sentiment will start to lift and deals will be done.
There you go. Feel free to copy and paste.
2024 Charts, page-1167
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