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This report presents our interpretation of signals from the main equity, bond, and currency markets around the world. The key takeaways are: (1) Chinese stocks are behind the resilience of the EM MSCI Index; (2) Investors have become too bullish on Europe and will be disappointed; (3) The US dollar will likely rebound in the near term; (4) US long-term bond yields will be sticky in the short run; (5) The global equity selloff is not over.
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BCA | CoreMacro
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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