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Founder

Olivier Desbarres

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4X Global Research

4X Global Research was founded in 2017 to provide institutional and corporate clients with the substantive research, high-quality analysis and thoughtful insight on Emerging and G20 economies and financial markets they need to make informed and timely decisions and gain an edge in their investments.

FX & Rates

<ul>
<li>Markets focussed on the risk that likely Federal Reserve and global central bank policy rate hikes and monetary policy tightening will weigh on equities and implications for Dollar. </li>
<li>But there's also risk that downturn in US equities would weigh on US consumer confidence and demand and in turn inflationary pressures and see the Fed pausing its hiking cycle.</li>
<li>It may be different this time round, given very negative Fed real policy rate, but in the previous three Fed rate hiking cycles US equities were generally trending higher.</li>
</ul>


Markets focussed on the risk that likely Federal Reserve and global central bank policy rate hikes and monetary policy tightening will weigh on equities and implications for Dollar. 
But there's also risk that downturn in US equities would weigh on US consumer confidence and demand and in turn inflationary pressures and see the Fed pausing its hiking cycle.
It may be different this time round, given very negative Fed real policy rate, but in the previous three Fed rate hiking cycles US equities were generally trending higher.


Fed Hikes Not Immune from Equity Collapse

US Treasury (10 Yr Generic)

Fed Hikes Not Immune from Equity Collapse