Corporate
China PMIs: Still Looking For A Turning Point…
ISM Manufacturing: More Than Meets The Eye…
The force of the post-election momentum leads us to believe we could be stopped out of our defensive positioning before the week is out, but we still believe in our recession call. If we are eventually stopped out, we will seek a more opportune entry point to bet against risk assets once the election fever runs its course.
What To Watch…
China Stimulus: Not Enough To Boost Animal Spirits…
Greeting Q3 2024 Earnings Season…
Fade European Sentiment Uptick…
Canadian Inflation Supports Dovish BoC…
A Disappointing First Read On US Manufacturing…