- Macro Highlights: US Non-Farm Payrolls, Wage Growth, Wage Pressures in the U.S., U.S. CPI, U.S. Unemployment Rates, FOMC Sept - 50 bps Hike?
- Fixed Income Highlights: 2Y/10Y Spread Most Inverted Since 2000, US Recession: 40% Chance Over Next 12 Months, Quantitative Tightening - A Gradual Process, Fed Fund Rates Expected At 3.6% By Q1 2023 (1/2)
- Equity Highlights: Minimum Impact From Inflation Reduction Act, Meme Stocks Remain Highly Speculative, Equities Performance Primarily Explained By Rates, Many Sectors Will Likely Disappoint, Flurry of M&A Deals Help Lift Biotech
- Forex, Commodities & Alternatives Highlights: Recession Signs for Eastern Europe Currencies
No items found.
Subscribe to our Insights & Updates
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
