Inflation/Deflation
Mexico’s election and the US election pose short-term and potentially medium-term risks to Mexican financial assets. But unless the ruling party wins a double supermajority, we remain structurally overweight Mexico relative to global stocks excluding the United States.
The Riksbank Eases Policy…
The RBA Forecast High Inflation And Subdued Growth…
Suez Canal Transit Hits New Lows…
Our Portfolio Allocation Summary for May 2024.
ISM Services PMI Contracts In April…
What Inflation Rate Do People Prefer…
Some thoughts on this morning’s employment report and recent trends in US economic data.
Investors should prepare for economic data to weaken even as policy uncertainty and geopolitical risk skyrocket ahead of the US election.
The Fed Downplays Rate Hikes…