Strategy Chartbook: August 2019

  • Macro Drivers. Strong Q2 for the US domestic consumer, but not for the rest of the world or inflation
  • Multi Asset. US assets are outperforming both DMs and EMs as the Fed prepares to ease
  • Fixed Income. Debt ceiling suspension risks tighter money market liquidity
  • Currencies. GBP discounting bimodal Brexit, SNB remains active
  • Equities. US stocks have benefited from globalisation in recent years: is this about to change?
  • Commodities. Treasury yields under downward pressure from lower commodity prices

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

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