Rate Cuts and Recession Risk Drive Equity Market Outcomes
Yen carry unwind, weak data and geopolitics sparked a brief but violent global market summer…
Roger and Paul on better data, inflation and rates, liquidity, alternatives and the coming US…
UK election likely to drive short-term sterling volatility, not lasting trend
UK consumer confidence rebounds but spending remains constrained by essentials inflation
UK data surprises higher but underlying weakness remains
US TGA liquidity drain pressures markets but likely to reverse into election support
US liquidity trends remain supportive despite limited scope for rate cuts
