Weekly markets checklist. Week 165. 12th July 2024

The big macro data announcements this week were US CPI (soft), US nonfarm payrolls (mixed) and UK GDP (good). We discuss these in depth plus all the other new economic data and markets data. There are special sections on: Silver, Index Linked Gilts and US housing affordability. Plus all the usual segments.

There will be no PM next week as I will be hiking in the Lofoten Islands in Norway. We are now entering the summer season so I am afraid the schedule will be quite disrupted due to family commitments, but I will try to get the weekly out whenever I am in the UK and will keep you informed of the schedule.

Chapters
00:00:39 This week’s news
00:05:52 This week’s economic data
00:14:51 EU economic data
00:17:48 US economic data
00:37:07 China economic data
00:40:21 One Chart
00:41:23 Eli Lilly
00:43:28 Silver
01:00:01 Index Linked Gilts
01:11:58 US housing affordability
01:18:17 Inflation watch
01:22:22 Recession watch
01:29:10 Good news
01:30:58 Equity market checklist
01:38:39 Commodity summary
01:42:05 Industrial metals checklist
01:43:17 Precious metals
01:43:48 Bond yield and interest rates checklist
01:47:33 Concluding comments
01:48:20 Keith’s portfolio update

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