- A review of the current environment and market expectations across US, Europe, UK, China and India.
- Inflation might be sticker than expected
- US Labour Market- Still very tight
Fixed Income Highlights
- A review of US and EU long term rates and credit.
- Near term spreads close to inversion.
- 50 bps or 75 bps in Dec?
- Up, up and away-Fed Peak rate estimate.
- A review of the current environment and outlook of US, Europe, China and India equity markets.
- Oil firms and windfall taxes.
- More Earnings Downgrade likely after Midterm.
- Considerable slowdown in PE deal-making.
Forex, Commodities & Alternatives
- A review of commodity and FX pricing and rates.
No items found.