Economic Growth
Investors should prepare for economic data to weaken even as policy uncertainty and geopolitical risk skyrocket ahead of the US election.
US Productivity Surprises Negatively…
Will US And Euro Area Growth Converge…
MacroQuant Is Now Bearish On US Equities…
Central banks are in a dilemma whether to prioritize supporting growth or bringing inflation back to target. This is unlikely to end well. Investors should be defensively positioned.
Eurozone Inflation Remains Hot…
Investors anticipate a record growth gap between the US and the Eurozone in 2024. Does this skewed expectation create market opportunities?
US GDP Disappoints But Details Show Resilience…
Near-Term Upside Potential For Eurozone Stocks Vs US, But Bearish Cyclical Outlook…
The Outlook For CE3 Currencies…