- Macro Highlights: Real Rates Still Negative on the Short End
- Fixed Income Highlights: High Yield Spreads Likely to Have Room to Widen, US Credit- YTW Heat Map, Euro Credit- Excess Returns
- Equity Highlights: Weakening economic conditions see pivot by central banks, overly bearish view is not justified, falling bond yields created tailwind for global equities
- Currencies & Commodities: Falling commodity prices not a reflection of increase in supply, USD to maintain strength, Gold continues to suffer but may be attractive play in long term
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