Is the US facing a hard landing, a soft landing or no landing? Have stimulus announcements fundamentally changed the China equities story? How should investors trade risks around the US election?
Raymond James CIO Larry Adam joins Group Chief Economist Neil Shearing on the latest episode of The Weekly Briefing from Capital Economics. They talk to David Wilder about the big issues in global macro and markets in a wide-ranging chat that takes in:
- How quickly the Fed will unwind its restrictive policy and where it will stop cutting rates;
- What's holding European equities back from outperforming the US;
- Why escalating conflict in the Middle East hasn't had a big impact on markets so far, and what could change that.
Further reading
Raymond James Letter from the CIO: The Great American Road Trip
CE Group Chief Economist Note: How Trump could erode the US economic advantage in a fractured world
CE: US Macro Scenarios dashboard
CE: China stimulus - Your questions answered
CE: Latest thoughts on r* and where rates end this cycle
Raymond James Letter from the CIO: The Great American Road Trip
CE Group Chief Economist Note: How Trump could erode the US economic advantage in a fractured world
CE: US Macro Scenarios dashboard
CE: China stimulus - Your questions answered
CE: Latest thoughts on r* and where rates end this cycle