Economic Growth
Services Inflation Still Too High For October ECB Cut…
Downtrend In Savings Rate Gets Revised Away…
Upgrade EM To Neutral In Global Equity Portfolios…
European Assets After The Politburo Shock…
Markets are rallying on Fed rate cuts and China stimulus but there will also be October surprises ahead of the US election, which Trump could still win. Russia’s conflict with the West is escalating and the Middle East is destabilizing further. Investors should favor US bonds but they should add some risk in emerging markets in response to China’s policy turn.
Is This The Big Bang Stimulus Markets Have Been Waiting For…
SNB Eases In September, Signals December Cut…
A Meaningful US Crude Reacceleration Is Unlikely…
China’s Politburo announcement is likely to lead to a repricing of China’s growth in the near-term. Read how investors can hedge against this potent threat to our defensive investment stance.
Riksbank Eases Further, Signals Jumbo Cut…