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Viewpoint The Time Has Come

This month we highlight our viewpoints on forthcoming trends. It includes our expectations for a measured rate cutting cycle to begin imminently while the
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VP’s Tactical Outlook 3.0 - One Number

“Everyone tends to get the same data feeds. The only way to arrive at a different answer is to organize the data in different ways, or bring to the
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What's wrong with slow agony?

Yesterday saw ex-“whatever-it-takes” ECB president/Italian PM Mario Draghi deliver a shocking report on the EU’s future. As Draghi told a journalist in the Q&A held in a very large .
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MS--Global Macro Strategist Super Size Me

August payroll weakness increased investor desire to see a 50bp rate cut in September without equally increasing investor
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BARCLAYS--US Credit Alpha Tone shif

This week, we highlight the influence systematic investing hashad on debt-equity relationships, forecast fund flows for
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BARCLAYS--Mining Equipment Q2’24: Moderation From Above-Mid Cycle Levels; Large Trucks Flattish01

1) Q2'24 mining equipment sales declined 15% y/y. Declines were across most majorcategories ex. wheel loaders. TTM sales dollars declined 3% y/y; the first decline in three years
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GD--ARE BONDS DONE ALREADY?

We stand by our bond bear call on a secular basis, but the buffer between the US economy and recession has worn thin, making now a risky time to start thinking about the secular term. Yellen’s
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CITI--Strategy for Uncertainty? Raise Quality Key Tak

The month of September is historically the only month that has a negative average returnfor the S&P 500 (-1.2% since 1930). The month of October averages a drop when counting
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GS--Americas Banks: Key takeaways from Fed’s speech on the Basel III endgame

On 9/10/24, Vice Chair Michael Barr gave a speech previewing the regulators’Basel 3 Endgame (B3E) reproposal, including providing aggregate capital
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GS--Americas Banks: Regional: FITB and MTB provide mid-quarter guidance update

FITB: Mid-quarter update points to higher PPNR driven by better feesFITB provides mid-quarter update: After the close on Tuesday (9/10/24), FITB
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