- A review of the current environment and market expectations across US, Europe, UK, China and India.
- G4 Central Banks - Liquidity pullback at rapid pace.
- Euro Rates Volatility Above GFC Highs.
- US Job Openings Plummet In August.
Fixed Income Highlights
- A review of US and EU long term rates and credit.
- Avoid HY as Default Rates Are Likely to Soar.
- Bank Earnings Likely to be Challenged.
- A review of the current environment and outlook of US, Europe, China and India equity markets.
- Not Time to be Bullish on Equities Yet.
- EPS Growth Estimates Have Hardly Moved.
- Equities Are Still Expensive (Another POV).
- Bonds are still more attractive than Equities.
- China stocks valuations hit record lows.
- S&P 500 Q3 earnings expectations.
Forex, Commodities & Alternatives
- A review of commodity and FX pricing and rates.
- Dollar to Remain Strong With Hawkish Fed.
- Oil Prices Could Struggle In a Recession.
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