Cross-Asset Focus
Two Risks To The Equity Rally
The equity rally faces two looming threats: Weakening growth expectations and a potential resurgence in rates volatility. Equities are vulnerable to any deterioration in growth sentiment. Economic surprises have turned lower and financial conditions are…
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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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