Recession-Hard/Soft Landing
Waiting For The Optimal Opportunity To Turn Defensive…
The soft-landing narrative has gotten nowhere at BCA but appears to be making some headway with broker-dealers and investors. We are preparing to lean against it once it pushes equity prices a little higher.
Singapore's NODX: The Rebound Continues…
Will US Homebuilder Stocks Continue Outperforming…
A Lasting Improvement In Global Sentiment…
Maintain A Neutral Allocation To TIPS For Now…
US Continuing Claims Climb To Nearly 2-Year High…
Growing Number Of Chinese Cities Experience Falling New Home Prices…
US Retail Sales Contract In October…
China: Heed The Signal From Positive Data Surprises…