Cross-Asset Focus
Fading Macro Momentum Keeps Risk In Check
Remain tactically neutral on equities as deteriorating macro momentum does not justify taking additional risk. A key factor behind our tactical calls is macro momentum. Simply put, growth acceleration and deceleration (rather than growth itself) drives price…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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