Longest Winning Streak of the Year for Global Equities
Momentum and bullish sentiment stage a comeback
Highlights
• Momentum and bullish sentiment stage a comeback
• Disinflation to continue as supply outpaces demand…
• … reducing corporate pricing power and wage growth
• Rate cuts are coming, but odds of a September “jumbo” cut are falling
While We Were Sleeping
Sweden just became the next central bank to cut rates, by -25 basis points to 3.5% and the gui…
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