- Macro Highlights: Global economic growth is down, EU CPI: More pain ahead, Extreme bearishness, Higher unemployment is likely needed to slow wage growth
- Fixed Income Highlights: Changing dynamics: US Treasury Yield curve, US High Yield default rate expected to rise
- Equity Highlights: Equity markets have not bottomed out yet, US corporate margins have peaked, poplular pandemic stocks get crushed
- Forex, Commodities & Alternatives Highlights: More room for sell off in cyclical commodities, Gold miner equities look cheap vs gold spot, Central Bank gold ownership is picking up
No items found.
Subscribe to our Insights & Updates
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
.png)
%20(11).jpg)