Published: 2023-10-03T12:46:42.000Z
Webinar and Q3 Outlook Chapters Links
Director of Research , Macroeconomics and Strategy
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The webinar for the September outlook is now available here.
You can also read the individual chapters as well.
U.S. Outlook: Slower Growth but no Recession (here)
LatAm Outlook: Growth Continues (here)
China Outlook: Policy Stimulus Not Enough (here)
Japan Outlook: The First Step to Exit (here)
Asia/Pacific (ex-China/Japan) Outlook: Public Spending to be Catalyst (here)
Eurozone Outlook: Monetary Masochism (here)
Western Europe Outlook: Policy Peaking (here)
EMEA Outlook: Domestic Factors and Geopolitics Dominate (here)
DM Rates Outlook: Peaking Policy Rates and Less Yield Curve Inversion (here)
DM FX Outlook: USD strength to fade into 2024 (here)
Equities Outlook: Diverging Earnings and Valuations (here)
EM FX Outlook: Divergent Prospects (here)
Commodities Outlook: Rising Tides (here)
Technical Analysis Quarterly Chartbook (here)