Economic Growth
Over the next six months, the deterioration in non-US growth will occur earlier and be more pronounced than in the US. This expectation reinforces our confidence to bet on the strength of the US dollar. As usual, the flip side of the US dollar strength will be weakness in EM risk assets.
Improving UK Growth Momentum Could Delay A BoE Pivot…
No Inflationary Pressures From Grain Prices…
European Stocks Are The Likely Winner Of The 2020s…
Pessimism Dominates Among US Small Business Owners…
ZEW Points To A German Recovery But Headwinds Persist…
US Equities: Macro Sector Scorecard…
Indian Stocks Are Richly Valued…
What Will Disrupt The Party…
Korean Tech Stocks Have Further Upside…