MPC - MPC Raised the Policy Interest Rate by 0.25% to 1.50%
We expect the MPC to continue raising the policy interest rate in 2023E to the terminal rate of 2.0%, which is where the real rate will turn...
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Fund Manager Survey - No Cuts, No Glory
Global fund managers still suggest increasing holdings of safe-haven assets, such as cash, or investing in sectors with recurring income, notably...
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Special Report: Global Fund Manager Survey
We maintain our recommendation for stocks under the reopening theme that should benefit from the peak seasons for spending and tourism
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Big Cap Tactical Picks - August 9, 2022
We suggest selling JMART after we recommended buying it yesterday because the stock has fallen out of our top rankings (with the return at +0.51%).
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Big Cap Tactical Picks - August 8, 2022
We recommend selling EA (with the return since it was first added at +0.9%, as the stock has fallen out of our top rankings.
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