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United States

US Leading Indicators Still Warn Of Recession
Investors have become increasingly more optimistic about the economic outlook. BoA’s Global Fund Manager Survey shows the share of investors surveyed expecting the global economy to experience a soft landing over the next 12 months rose to 68% in July. That…
Daily Insights
Consistencies And Inconsistencies In The Dollar Breakdown

In this report, we evaluate the breakdown in the dollar and next moves in the DXY, based on fundamentals, historical precedents, and technical patterns over the last few years.

Foreign Exchange Strategy by Chester Ntonifor
Take Some Money Off The Table In Munis

While excellent state & local government balance sheet health will remain a tailwind for muni returns, poor valuation prompts us to downgrade the sector from overweight to neutral.

US Bond Strategy by Ryan Swift
Consistencies And Inconsistencies In The Dollar Breakdown

In this report, we evaluate the breakdown in the dollar and next moves in the DXY, based on fundamentals, historical precedents, and technical patterns over the last few years.

Foreign Exchange Strategy by Chester Ntonifor
US Speculative-Grade Corporate Bonds: Spreads Should Be Wider
US speculative-grade corporate bond (junk) spreads rose significantly last year in response to a sharp increase in US interest rates and widespread concerns about a US recession. Junk spreads have since come in from their mid-2022 peak, and now trade below…
Daily Insights
On Breakouts And Breakdowns

In this report, we dissect which markets have broken out and which ones have not, and reflect what this entails for our global macro view. Also, we analyze how the S&P 500 has been taking its cues from a change in the inflation trend. Yet, inflation dynamics are complex, and a falling inflation rate does not mean that the inflation menace has been eliminated.

Emerging Markets Strategy by Arthur Budaghyan
US Retail Sales Continue To Expand In June
US retail sales delivered a mixed signal on Tuesday. On the one hand, overall retail sales growth decelerated from 0.5% m/m to 0.2% m/m in June– disappointing expectations of 0.5% m/m. Spending on retail sales excluding the volatile auto and gas retailers…
Daily Insights
On Improving US Homebuilder Confidence
Results of the NAHB survey shows US homebuilder sentiment inched further above 50 to a 13-month high of 56 in July. Its ongoing rise above 50 indicates that net sentiment is becoming increasingly favorable. That said, homebuilders pared back some optimism…
Daily Insights
The Euro And Global Growth
After US inflation slowed down markedly, EUR/USD broke out to 1.12, which constitutes a 16-month high. The euro is benefiting from the market expectation that the Fed will soon be done with its hikes while the ECB’s monetary tightening campaign remains more…
Daily Insights
The Mood Has Brightened
According to BCA Research’s US Investment Strategy service the risk-reward from overweighting equities and underweighting fixed income is far less appealing than it was toward the end of last year. Now that the mood is brightening, growth expectations are…
Daily Insights

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