Global Markets Weekly Wrap-Up

This weekly market review highlights extreme volatility driven by a resurgence in inflation and surging bond yields, alongside major geopolitical developments between the US and China.

Key Takeaways

• 1.US Inflation trends show a 0.93 correlation with the 1966-1982 period, raising significant fears of a 1970s-style stagflation.
• 2.NVIDIA has become the world's second-largest asset with a $5.5 trillion valuation, surpassing Silver.
• 3.The conflict in Iran and the near-closure of the Strait of Hormuz have removed over 10% of global oil supply, leading to record inventory drains.

Table of Contents

• Chart of the week
• Bonds bloodbath stall stocks on the week
• markets
• macro
• geopolitics
• centralbanks
• cryptos
• food-for-thought

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