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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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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
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Fed set to hold again in July, but inching closer to cuts

A huge week lies ahead, with the July FOMC meeting on Wednesday followed in quick succession by the July employment report on Friday.
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Mapletree Industrial Trust

R . Its portfolio of flatted factories are well located acrossSingapore can be seen as an attractive “landbank” for the REIT. MINT has over the years embark on a
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De-grossing, Positioning Declines, and Rotations...Meaningful in July, But Could be Nearly Over

HF performance / alpha drawdown and de-grossing…are we done yet? July was the first month for negative Eq L/S alpha this year and de-grossing reached fairly extended levels for Eq L/S and Multi-Strats in
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RECESSION APPEARS INEVITABLE BY YEAR- END, UNLESS THE FED CUTS (THEY WILL)

The search is on for indications that the economy is heading towards recession if the Fed fails to act sooner than later – not for indicators of recession itself. The softening data that are rolling
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INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8.2024

OVERNIGHT BRIEFUS/EU trade: European Equities were higher (SXXP +1.5%, $X5E +2%). Almost all D1 baskatsrallied over +iz today as mean revarsion picked up momantum from the open after
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MXAPJ closed the week flat, led by rebounds in the Greater China markets

MXAPJ closed flat, with Hong Kong & China Offshore (+2%)leading Korea (-4%), Singapore (-3%), and Australia (-2%).
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SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH)

What a week – not only in markets but also in sports. With the Summer Olympics set to conclude on Sunday, it’s been nothing short of
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BofA on USA Payback, not a slowdown

We expect a consensus-like retail sales report for JulyTotal card spending per household (HH), as measured by BAC aggregated credit and
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