Inflation/Deflation
The ECB Will Cut Rates This Week; The Next One Is More Likely To Come In December Than October…
25 Or 50 Bps?
25 Or 50 Bps…
Our Portfolio Allocation Summary for September 2024.
Beige Book Shows Signs Of Slower Employment…
BoC Cuts Rates For Third Consecutive Month…
Sluggish But Not Collapsing Chinese Economic Conditions…
Even after the Fed cuts rates, policy will remain restrictive for some time. Moreover, in history, stocks have tended to fall around the first rate cut. We remain cautious on the outlook for the economy and risk assets.
Savings Rate At 16-Year Low Casts Doubt On US Spending’s Sustainability…
Eurozone CPI At 3-Year Low Paves Way For September Cut…
Tokyo CPI Consistent With Further Policy Normalization…