Quick Take – US correction to continue
US equities dipped into correction territory last week and we see the risk of more downside in the near term, as valuations remain expensive relative to safe assets, investors have yet to capitulate, and earnings momentum is stalling.
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Equities Quick Take: Sentiment sours but earnings provide support
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Trumponomics – the economics of a second Trump presidency | Beyond the Headlines
The 2024 US Presidential Election is less than seven months away. In this week’s Beyond the Headlines, Bernard Yaros, Lead Economist, outlines two scenarios for the US economy if former President Donald Trump returns to the White House and Republicans sweep Congress.
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Cross Asset: Closing our tactical long on gold, but we’re still bullish
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