Recession-Hard/Soft Landing
The Simple Economic Identity Haunting China…
Trump may be slightly favored for the White House but the US election is still extremely close. Odds of a contested or contingent election are rising, which should cause stock market volatility. A Republican sweep should cause more volatility. Democratic gridlock is next most likely but benign for stocks in the short run.
What To Watch
What To…
Mixed DM Flash PMIs
Mixed…
Is Japan A Threat To The US Bull Market…
European Consumers: Feeling Better, But Not Good…
BoC: Sticking The Landing…
Fed Beige Book: Sluggish Activity, Resilient Employment…
US Election: Echoes of 2016…
Dear client, We are launching a new type of Daily Insight titled “Cross-Asset Focus”, where we delve into the dynamics between multiple asset classes, tying them to the current macro and market regimes. The inaugural entry looks at the dynamics between equities and bonds since the August…