- A review of the current environment and market expectations across US, Europe, UK, China and India.
Fixed Income Highlights
- A review of US and EU long term rates and credit.
- Market-Implied Fed Fund Rate near 5%.
- US Treasury Yield Curve- Sharp moves.
- Japan Government Bond’s Liquidity Problem.
- A review of the current environment and outlook of US, Europe, China and India equity markets.
- 10y Yield>5% could send S&P to 2600 levels.
- Pain still left in US Equities.
- PE Funds Seeing Opportunities in Fallen Stars.
Forex, Commodities & Alternatives
- A review of commodity and FX pricing and rates.
- The Yen Remains Extremely Cheap.
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