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Tag: US Economy

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Sector Playbook Ahead of the US Presidential Election

Election years usually come with increased equity market volatility, particularly...

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JP’s Journal: Markets Beat Fed

Contrary to most economists’ expectations but in line with the...

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Finally! The Fed Front-Loads Rate Cuts

Today, the Federal Open Market Committee announced a cut of...

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Is the US Economy in Recession?

The increase in the US unemployment rate in July triggered...

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ClockWise: Politics Still in Focus, Eyes on the US Earnings Season

Elections have been a key topic on the mind of...

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The Demand for Services may Stay High

High and persistent services inflation in the US has prevented...

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Three Questions into Q3

After a flying start to the year for risk assets,...

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ClockWise: Late Cycle So Soon?

Stocks rallied hard from October onwards on broadening signs of...

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In Search of Sustainability – Following Highway 101

Travelling down the US west coast we met 25 companies...

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Where can Investors Find Returns, As Fed Rate Cuts Edge Nearer?

Markets anticipate Federal Reserve rate cuts later in 2024 as...

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