
Is the global economy flexible enough to withstand US tariffs?
Lower pass through effects sustain expectations of global growth.
Lower pass through effects sustain expectations of global growth.
Demand for AI services outstrips AI infrastructure capacity.
Fed easing and strong Q3 earnings expectations keep investors hopes alive.
The UK faces the most pronounced stagflationary forces in developed markets.
A strong earnings season gave way to higher US equity valuations and heightened earnings growth for US equities. Nevertheless, investor concerns regarding institutional erosion, stemming from the White House's push for greater influence over monetary policy, were evident in the steepening US yield curve throughout August.
Equities and gold continue to rise as the dollar and yields drop.
Political crosscurrents may influence the economic projections.
Investor focus turns to this week’s FOMC meeting.
US equities reach record highs driven by the expectation of a Fed rate cut next week.
Equities up, bonds rally, the dollar weakens and oil has a limited recovery.
A massive downward revision of payrolls raises questions on future Fed aggressiveness.
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