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Global Markets Daily: US HY Is an Imperfect Election Instrument (Rogers)

While the ongoing market correction has taken center stage in recent sessions,the policy implications of the US elections remain a key topic among investors.
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Europe Weekly Kickstart Deep summertime blues

Global equities stand 6% below their mid-July peak.Most equity markets saw a correction, triggered by weaker
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GLOBAL | Quantitative Strategy-Global Quant Strategy: Rate Cut Playbook

The recent market turmoil is a clear message to the Fed that investors areprimed for rate cuts. With OECD leading indicator and earnings still strong,
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"Wolf! Wolf! The wolf is chasing the sheep!"

Market pricing of end-2024 Fed Funds fell from 4.66% (67bp below the current level) before the July labour market data were released, to 3.85% just before the (stronger) ISM services data
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GS EUROPEAN EXPRESS: Powering Up Europe

Powering Up Europe – inflecting demand – Earlier this year, we noted Europe couldsoon experience an inflection in power demand. We now point out something the
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Long-end better value

For markets, the summer has come to a close and activity resumes with bond issuance picking up from a number of countries including some unusual very longend supply prospects. While small bond
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GS--Oil Tracker: Record Low Financial Demand vs. Resilient Physical Demand

The Brent crude price continued sliding down over the last week to the lowest levelsince December 2021, with the disappointing US jobs report on Friday pushing Brent
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Asia--Macro_Weekly_Asia_local_markets_resilience_to_be_tested

The Fed is widely expected to begin its monetary easing next week. Amid divided views on the size and pace of US monetary easing, we expect three
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BofA What Seasonality

S&P 500 defies gravity in the seasonally weakest monthThe S&P 500 gained 2.1% on a total return basis, the best September since 2013 and
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UBS--Locking in attractive bond yields

CIO view: Yield curves are almost flat, offering attractive yields in 1-10y tenors. Rate cuts are
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