American shares have been the upside outlier for performance leadership for much of the year for the major asset classes, based on set of proxy ETFs through Friday’s close (Oct. 6). But applying a hefty dose of optimism to US equities may become increasingly challenged as various risk factors resonate in the fourth quarter.
Daily Archives: October 9, 2023
Macro Briefing: 9 October 2023
* US sends aircraft carrier group to eastern Mediterranean after attack on Israel
* Oil prices rise after Hamas attack on Israel
* OPEC raises long-term oil demand outlook
* Weighing the odds that Treasury yields will keep rising
* Private-credit firms are rapidly rising source of lending for corporate America
* Bank stocks under pressure from rising rates
* Strong rise in September US payrolls will nudge Fed toward another rate hike:
