Capital Efficiency & Productivity may drive 6% yield to shareholders
Our updated views and a re-cap of our Q2 2024 Global Outlook
Market Recap: Fear & Uncertainty; Macro: The Reflation Trade; Earnings: Rocky start for Banks; Closing Thoughts: The Fed's Botched Landing?
Free Today at 12 pm ET live
ECB Rate Decision at 8:15 am ET; China inflation comes in positive but PPI drops; US PPI at 8:30am ET
US CPI on Wed; People worried about jobs; BoJ speech
Announcement: Presentation on Q2 Outlook this Friday!
Market Recap: Markets under Pressure; Macro: Growth & Inflation Driving Yields; Closing Thoughts: Not Sectors are Created Equal
US Jobs Report at 8:30am ET; Markets sell off on Oil spike and Fed Hawkishness; RBI holds; BOJ discusses reduction in future bond purchases