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UK Weekly Kickstart A rotation that favours the UK
Is the UK finally outperforming? Yes, the UK hasoutperformed in the recent global equity market setback,although the biggest rotation has been into the Russell2000/small caps in the US.
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2024年07月27日
Whatever it takes: the 12th anniversary
It was the best of times, it was the worst of times, it was the age of crisis, it was the age of foolishness, it was the epoch of spreads, it was the
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2024年07月27日
US growth pick-up but dimmer Europe outlook
US election: Harris steps in, but Trump still more likelyWhile the prediction market-implied odds of Democrats winning the White House
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2024年07月27日
China: Industrial profits rose sequentially in June
China’s industrial profits and revenue rose by 3.9% yoy and 2.9% yoy, respectively,in June, from +0.5% yoy and +4.1% yoy in May. In sequential terms, industrial
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2024年07月29日
US growth pick-up but dimmer Europe outlook
US election: Harris steps in, but Trump still more likelyWhile the prediction market-implied odds of Democrats winning the White House
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2024年07月29日
New Candidate, Same Implications
To project the impact of elections on the markets, we typically frame scenarios. But we could never have dreamed up the truly wild month we just went
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2024年07月29日
Navigating a Noisy Election
Prepare for more noise than signal. Uncertainty is high for election results & the macro impacts of key policy choices. We see value in key equity sectors, a skew toward USD &
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2024年07月29日
Still See a Soft Landing
We believe that fears of a hard landing remain overdone. Two weeks ago, Ellen wrote that we continue to see data consistent with a soft landing. This week’s data brought
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2024年07月29日
2024 US Elections – An Early Guide
With Election Day 334 days away, it's likely much will change re: the drivers of the outcome & their market impact.
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2024年07月29日
US Weekly Prospects
Fed on track for September easeAgainst this backdrop, the FOMC meets next week, Despite afew high-profile calls for the Fed to start cutting next week,that does not appear to be in the cards. Rather, we look foreasing
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2024年07月29日
