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French politics: seeking a prime minister

French President Emmanuel Macron started discussions with the different political parties at the end of last week with the goal of
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Global Economics Wrap-Up: August 29, 2024

July saw continued inflation progress in the US, the UK, and Canada:o Our July sequential trimmed core inflation measures remained soft in the
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Sustainable equity inflows, driven by W. Europe

Sustainable equity flows remained marginally positive in July ($0.8 bn),marking a three-month trend and reversal of early-2024 outflows. Sustainable
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Hidden messages of Jackson Hole 2024

At this year’s Jackson Hole Symposium, the Fed officially announced that time had come to ease financial conditions. That said, the
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Hong Kong: Retail sales fell in July

On a month-over-month basis (seasonally adjusted), Hong Kong retail sales declinedin July (-2.0% in value terms, -2.3% in volume terms). Sales value declined
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Core CPI Both Accelerate Above Market Forecast on Weak Yen Effects

BOTTOM LINE: The Tokyo new core CPI (excludes fresh food and energy) came in at+1.6% yoy in August, marking an acceleration of +0.1 pp from +1.5% in July, and
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Monetary mechanics and Indonesia

If Federal Reserve Chairman Jerome Powell signaled the commencement of monetary easing in his 23 August
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Trade Close: Close Options Recommendation on AFRM

We close our recommendation to buy AFRM calls. We close our 21-Aug, 2024recommendation to buy AFRM 6-Sep Weekly $29.5 calls at a gain following their
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we prefer Europe and the UK despite Japan structurally getting better

For EAFE or US international portfolios, Japan versus Europe is the most important regional decision. We downgrade Japan to underweight in local-currency terms
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UK Weekly Kickstart Summer data-only update

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,
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