Strategy Chartbook: June 2019

  • Macro Drivers. US GDP growth could average 1% over the summer, with more downside risks
  • Multi Asset. First it was rising leverage, now it’s rising vol that’s causing US credit to lag stocks
  • Fixed Income. Real yields crash through support; Treasury to push them lower still
  • Currencies. CNY weakness has further to go
  • Equities. It’s not just the trade war; cyclical macro data also point to lower US equity prices
  • Commodities. Supply glut in oil, supply shortage in soft grains

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

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