Macro Highlights
• A review of the current environment and market expectations across US, Europe, UK, China and India.
• Data points to easing US Labour market
• US CPI – Decisive factor
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Fixed Income Highlights
• A review of US and EU long term rates and credit
• European Credit – GFC type scenario priced in
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Equity Highlights
• A review of the current environment and outlook of US, Europe, China and India equity markets
• Weak Chinese Equity Earnings Overall
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Forex, Commodities & Alternatives
• A review of commodity and FX pricing and rates
• Europe Energy – Russian Gas Contribution, Gas Rationing
• EU Likely Able Cope without Nord Stream 1
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