Inflation/Deflation
The Pivot To Rate Cuts: Context Matters…
Elevated Inflation Uncertainty Will Keep Policymakers Cautious…
Deflationary Pressures Linger In China…
Our US fixed income team’s key investment views for 2024.
Global Investment Strategy predicted the surge of inflation in 2021/22 and the immaculate disinflation of 2023. Now their unique framework is predicting a recession in the second half of 2024.
UK Households See Inflation Easing Over Near Term, Still Skeptical Over Longer Term…
Receding Inflation Boosts US Household Sentiment…
US Jobs Data Deliver A Positive Surprise…
The Key Macro Theme for China In 2024…
Democrats are favored to win the election until recession materializes. But recession risks are high. Investors should adopt a defensive and conservative strategy in 2024 amid extreme US policy uncertainty.