KEY TAKEAWAYS We expect the Fed to pause interest rate hikes this week. While the market environment has been challenging, we think recent weakness increases the chances of a positive market response post-tightening cycle. Whether the Fed’s rate hike campaign is...
KEY TAKEAWAYS Following last week’s rejection of Theresa May’s Brexit plan, we discuss what’s next for the United Kingdom and possible market implications. We maintain a cautious tactical view on European equities, given lackluster economic growth, increased political...
