Global
Flash PMIs Show Sluggish Global Growth, Resilient US…
On Nvidia And The Earnings Season…
Governance, Scale, And Liquidity: Lessons From US Public Pension Funds…
The Risks Of A Fiscal Crisis…
Copper: Interplay Of Structural Tailwinds And Cyclical Headwinds…
Crypto: Positive Micro Factors Are Priced In, Negative Macro Factors Are Not…
Central Bank Monitor Update: Easing Forward…
This week, we update our Central Bank Monitors (CBMs), that help us calibrate how monetary policy should be adjusted in developed-market economies. Our conclusion is that while overall, easier monetary settings are required, there a few trade ideas that arise from the divergences in signals amongst G10 countries.
This Strategy Insight presents our view on today’s rate cut by the Bank of England as well as the budget announced by the UK government last week.
Global Manufacturing PMI: Sluggish Growth Points To Lower Returns…