The USD has moved sideways this year, but its behavior has become more defensive since the Iran war began. After fears of a ...
Our Geopolitical strategists see the DRC Ebola outbreak as a low-probability but high-consequence supply-chain risk. The ...
New Fed Chair Kevin Warsh wants to make Fed-watching great again. The Warsh Fed will speak less and guide less. There is, ...
Our US Equity strategists are raising their 2026 S&P 500 target to 8100 from 7700. The increase is driven by a higher EPS ...
Our Geopolitical strategists expect geopolitical risk to ease modestly in Q3, with the notable exception of Russia, where tensions appear underrated. The US midterm election will force the Trump ...
Our EM strategists view Korea’s equity tantrum as a warning for global risk assets and recommend taking profits and ...
The June Conference Board survey sent a softer signal, but broader labor data still point to a stabilized job market and a supportive backdrop for risk assets. The Consumer Confidence Index missed ...
The Round of 32 continues on Wednesday, July 1, and Thursday, July 2, with six knockout games and several meaningful gaps between our model and betting markets. The favorites are clear in every ...
June inflation prints came in softer than expected across most major eurozone economies, reinforcing the case against further ECB tightening. Inflation undershot consensus in Germany, France, and ...
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