Monetary
Fed Governor Pivots Raise Risk of July Cut, But Focus On Labor…
In this Insight, we highlight our strong conviction trades based on the central bank meetings held by the Bank of England, the Norges Bank, the Swiss National Bank and the Riksbank.
Tight Macro Policy Signals Pain for Turkish Equities…
Europe’s Central Banks Ease As Deflationary Winds Blow…
In this Insight, we look at the best trade idea from the recent rate cut by the Riksbank.
While we anticipate higher inflation in June, it looks increasingly likely that the price impact from tariffs will be less aggressive and long-lasting than many feared.
ECB: A Deceleration, Not A Pivot…
India's IT service exports have been booming and will continue to do so despite wider AI usage. Indian IT stocks, however, will not benefit from it as the expanding Global Capability Centers (GCCs) in India compete with the nation’s IT companies, driving the latter's profitability down.
Canada’s Headwinds Push The BoC Toward Easing…