KN Market View 2024-12-29

KN Market View

Main Topics

Economics - Russia is constructing over 10 nuclear reactors abroad to meet growing energy demands fueled by artificial intelligence and emerging markets.

Bonds and Currencies - Turkey cuts rates as recession looms. Brazil battles inflation amid rising yields and a weakening real.

Commodities - Cocoa on profit-taking mode after trading near its all-time high.

Equities - Japan outperformed the broader markets closing 4.08%, Russia continued with its positive trend ending 3.12% higher.

Crypto - Bitcoin's volatility, a resistance at $100K and what lies ahead.

Weekly Paper Picks - Monetary policy in the news: communication pass-through and inflation expectations.