Sectors
Markets Price Increased Odds Of 50 Bps…
Prospects For Lower Borrowing Costs Lift Consumer Sentiment…
Short BYD As A Powerful Strategic Trade…
A Mild Recession Won’t Preclude A Deep Equity Correction…
Fade The Rosier Picture From Unemployment Claims…
Heed The Signal From Commodities…
August Uptick In US Core CPI Doesn’t Derail Disinflation Process…
Greek Stock Rally Is Long In The Tooth…
Global Equities Will Lag Bonds…
Both the Chinese and US central banks will likely take policy actions in the coming weeks. What is the potential impact of a mortgage rate cut on China’s household consumption and the broader economy? Will the anticipated Fed easing cycle further lift the RMB exchange rate versus the US dollar?