- A review of the current environment and market expectations across US, Europe, UK, China and India.
- A look at the US housing inventory levels and the Labour market
Fixed Income Highlights
- A review of US and EU long term rates and credit
- Higher default rates already priced in
- A review of the current environment and outlook of US, Europe, China and India equity markets
- Volatile Market Driven by Economic Outlook
- Peak Earnings?
- Bear Market For US Equities
Forex, Commodities & Alternatives
- A review of commodity and FX pricing and rates
- European Natural Gas and Electricity at all time highs
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