Morning Bid: One last hurdle remains for the year

The article discusses global market conditions as 2024 nears, focusing on central bank policies, U.S. Core PCE inflation data, and trends in equity and cryptocurrency markets.

US-Europe positioning gap large but starting to narrow, Citi says

Citigroup reports a slight decline in bullish S&P 500 positioning amid mixed European flows, while Nasdaq remains strong. Japan shows positive trends; China's position is cautiously optimistic.

ECB's Villeroy signals more rate cuts amid euro zone economic concerns

ECB's Francois Villeroy indicates further interest rate reductions are likely, citing economic challenges and openness to additional measures amid political instability and potential trade conflicts.

US bullish positioning continues to extend, Citi analysts say

US and European markets show increased bullish positioning despite mixed economic signals, with investors anticipating potential rate cuts and shifts in labor market trends.

Morning Bid: Notre-Dame rebuilt, as Paris nears collapse

France's government faces collapse with no-confidence votes; Trump’s return to power threatens tariffs, while euro struggles amid political instability and economic data expectations rise.

Morning Bid: Yen bulls charge ahead after Tokyo inflation data

Stock market polarization likely to extend into 2025 amid trade uncertainty: JPM

Morning Bid: Trump tariff threats reverberate in Asia

Morning Bid: Trump's tariff post sends markets scrambling

Post election market rally could stall on profit taking, Citi says

Citi strategists caution that profit-taking may limit gains in the post-election equity rally, though bullish positioning remains strong across US indexes.