Policy
US Policy Is Restrictive, But Inflation Expectations Are Still High…
Weak UK Economy Raises Likelihood BoE Leads Pivot To Easing…
In this report, we go around the globe and survey the near-term outlook for G10 currencies. Our longer-term view on the dollar has been clear, we are sellers. In this report, we review if a tactical sell is also warranted given incoming data and the message from our models.
Results from Tuesday’s elections suggest that the Democrats are doing better than what their 2024 polling are showing. While the results are marginally positive for equities, investors should not overrate this off-year election, especially considering the slowing economy and the many foreign challenges facing the US.
Job Switchers Are Leading The Deceleration In Wage Growth…
If You Buy Just One Bond, Buy The German Bund…
Consumption Remains A Drag In The Eurozone…
Supply- And Demand-Driven Inflation: Elevated But Easing…
Will US Small Caps Continue To Disappoint…
A Growing Monetary Policy Divergence Between Australia & Canada…