We’ve been here before. Markets price in high odds that the Federal Reserve will soon start cutting interest rates only to learn otherwise. Is this time different? That’s the bet… again.
Daily Archives: July 15, 2024
Macro Briefing: 15 July 2024
* How might Trumponomics influence the US economy?
* China’s economy slows in Q2 to softest annual pace in five quarters
* Higher interest rates take a toll on earnings at big banks
* What’s the source of portfolio alpha? Behavioral risk a key factor
* Kuwait announces discovery of “gigantic oil field”
* US consumer sentiment drops for second month in July to 8-month low:
