Market review 24.01.07

Opportunities and volatility as we start 2024

Happy New Year, everyone!

Many risk assets saw a big pullback in the first week of 2024. Tech (semis, fintech, and cleantech) were down the most. Meanwhile, oil, rates, USD, and defensive sectors (healthcare, insurance, and utilities) were up.

That said, the intermediate-term trend for stocks and bonds is still up. Tech, steel, Japan, Latin America, and …