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Re-examining implications for commodities under a Red Wave

Global commodities: We build on our recent examination of the implications for commodities stemming from the US elections (see here) to reassess w hat GOP
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Mutual funds modestly reduce China exposure in June

Foreign (FII) flows / positioningn The EM Asia region saw another week of heavy selling
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End of Week Market Intelligence: topsy...

... turvy...The sense of trepidation that picked up last week across the Tech tape, especially,has generally continued throughout this week (the NASDAQ Composite index is
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1H/2Q-24 Earnings Tracker: Earnings Fail to Impress

More than 40% of the companies we expect to include inour earnings tracker have reported. Overall, we expect toinclude c.500 companies in our tracker (this represents
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European Views: Rising Downside (Stehn)

1. Following a stronger-than-expected pickup in Q1 activity, the Euro area growthoutlook has dimmed. First, the incoming activity data looks notably weaker, with a
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Fed Chatterbox: July Edition (Rindels)

Since the FOMC’s June meeting, FOMC participants have highlighted the betterinflation readings in recent months following the firmer prints in the first quarter.
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Implications of Higher Tariffs for Euro Area and US Monetary Policy

Below is Goldman Sachs Chief Economist Jan Hatzius’s speech at the 2024 ECBForum on Central Banking in Sintra, Portugal, delivered on July 2, 2024.
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Slow and Steady Global Rate Spillovers From Higher JGB Yields (Zu)

n The BoJ is expected to continue to tighten monetary policy over the comingmonths. In today’s Daily, we assess how much spillover the tightening cycle in
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growth slowdown, US elections, market concentration

The GOAL Risk Keeper is a new regular publication which focuses onrisk-management of multi-asset portfolios. It presents liquid alternatives, dynamic
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Shifting neutral into the summer but we remain mildly pro-risk for 12m

Global growth slowed in Q2 but risky assets performed well, helped byexpectations for central bank easing and mega cap tech optimism. Our macro
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