What do higher-than-expected inflation numbers and slipping bond prices mean for the fixed income outlook? Will the A.I. rally continue, or will the optimism run its course?
What impact will the recent selloff of Chinese stocks have on the outlook for Emerging Markets? How have labour markets managed to withstand recent layoffs?
What should investors make of Chairman Powell’s comments following the Fed’s latest rate announcement? Could commercial real estate trigger another SVB-style regional banking crisis?
What’s the outlook for the latest round of corporate earnings? Will markets be surprised if rate cuts don’t happen soon?
Why do oil prices seem largely unaffected by conflict in the Middle East? Should bond traders be worried that the duration trade could fall apart?
How will markets and central banks react to the latest inflation numbers? Does the approval of Bitcoin ETFs in the United States legitimize crypto as an asset class?
Is the slow start to the year for markets a sign of things to come? What are the chances of interest rate cuts in Q1?
How does the Fed’s latest messaging affect the outlook for 2024? Which macroeconomic drivers should investors be watching most closely in the new year?
Is the market too bullish on rate cuts in 2024? Is oil currently undervalued?
With a bond market rally underway, is it the right time to get back into China?