- A review of the current environment and market expectations across US, Europe, UK, China and India.
- Governments debt burden To surge.
- “Soft Landing”: Wishful Thinking?
- US Personal Savings Rate- Gravity in action.
- US Labour Market- Clear signs of weakening.
- US Core PCE-Likely to slide.
Fixed Income Highlights
- A review of US and EU long term rates and credit.
- US Economy- Heading towards a recession.
- US High Yield Spread-Complacency sets in.
- A review of the current environment and outlook of US, Europe, China and India equity markets.
- Time to exit oil stocks.
- Too early to call the bottom.
- China Zero Covid Policy: End in sight?
Forex, Commodities & Alternatives
- A review of commodity and FX pricing and rates.
No items found.