海外研报
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Weekly Warm-up: Does The Cycle Matter More Than The Election Outcome?
Does the Cycle Matter More Than The Election Outcome? Like in 2016-2017, we are more focused on the cadence of the business cycle than on the
海外研报
2024年07月29日
US Elections & the MexicoChina Bridge vs. Buffer Debate
Chinese investment is a risk to Mexico's nearshoring narrative, not a means to achieve it. Mexico is acting as a China Buffer fending off Asian imports
海外研报
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
海外研报
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 &
海外研报
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
海外研报
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 more evidence
海外研报
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.
海外研报
2024年07月29日
July FOMC: one last hold?
The Fed is poised to stand on the sidelines for one more meeting at the July FOMC, as we expect the target range for the Federal funds rate to remain unchanged at 5.25-5.50%. This would mark a full year, or eight
海外研报
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
海外研报
2024年07月29日
