Federal Reserve Signals “Victory” over Inflation Setting the Stage for the Next Round of Inflation
The Federal Reserve plans to cut rates three times in 2024 and a total of 175bps by end 2025, keeping policy accommodative. BOJ remains loose....
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Overview #6 - Japanese Data Perks Up.
Recent events show Japan's economy improving with machine tool orders rising, while US interest rate cut in September is now highly expected.
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June Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
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"Wham, Bam, Thank You Ma'am" – Commodities Get Slammed
Strong non-farm payrolls lead to a continued drop in commodities, giving opportunities in precious metals and energy, but some sectors may have...
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Is that It? Commodity Bull Market Over?
Recent US economic data points to potential weakness impacting energy and other commodity sectors, while OPEC+ actions muddies the waters.
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