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USA | Equity Strategy

We updated our Manager Holdings for Long Only investors, and it hadimplications for a number of Hedge Fund portfolios. We updated Uber Crowded,
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American Themes

The market’s perception of Brazil’s fiscal outlook has worsened in recent months after the government proposed a diluted fiscal consolidation plan for 2025-2028 in its draft Budgetary Directives Law in mid-April.
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Getaways and giveaways

In June, total card spending per household was down 0.5% year-over-year, according to Bank of America internal data. Seasonally-adjusted total card spending dropped 0.1% month-over-month (MoM), but over the second quarter as a whole, total
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Bank of Korea: preparing for a Q4 pivot

The Bank of Korea’s (BoK) decision to keep its policy rate unchanged at 3.50% was unanimous, but its forward guidance has turned incrementally more dovish as anticipated.
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Germany CAI Continues to Underperform Rest of Europe in June

Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found onour living page here.
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Slow Boat from China Implications of Soaring Shipping Costs

At the southern tip of Africa, the warm water from the Indian Ocean meets the cool current coming up from the Antarctic, resulting in stormy weather. When first
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 1.3% today. Hong Kong and Taiwan markets outperformed,while India and Singapore markets underperformed. Within MXAPJ sectors, Info
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Emerging Markets Asia: June 2024

Asia ex-China’s net portfolio inflows rose to USD10.9bn in June 2024 from USD7.5bn in May. Lower inflation numbers in the US kept the hope of Fed
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US CPI in focus, while BOK, BNM to stand pat

With the Fed staying patient with its restrictive monetary policy stance, the mortgage rate in the US – currently fixed at 7% for a 30y tenor - is set to remain high for quite
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Buy France

The sharp underperformance of the French stock market on its recent political events is irrational, given the CAC 40’s limited exposure to French domestic economics and politics.
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