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Alphabet Inc. (GOOGL): Q2’24 Earnings First Take

We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to
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Market Analysis Comment Bullish broadening and rotation

2024 summer rally hits a wall at SPX 5600sThe S&P 500 (SPX) rallied into the 5600s, achieving the target for the 2022-2023 bullish
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Is the front end fairly priced?

Following the downside surprise in June CPI, along with benign readings for the relevant PPI components, the Fed’s preferred PCE inflation metric is likely to be
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Monetary Policy Expectations Analysis

The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financ ial advice nor financial advice about any product or service; (b) provided for information only;
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Emerging Market Weekly Pulse

The unprecedented developments surrounding the US election have dominated the headlines as the outcome will largely define the US economic,
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Frasers Centrepoint Trust

MMaaiinnttaaiinn BBUUYY wwiitthh TTPP ooff SS$$22..7700.. FCT continues pull the right levers with the recent acquisition of NEX mall, placing it as “King of suburban retail malls”. With
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The Flow Show Peak Oligarchy

Scores on the Doors: crypto 33.5%, gold 14.1%, stocks 11.0%, oil 9.3%, commodities 5.4%, HY bonds 4.4%, cash 3.0%, US dollar 2.9%, IG bonds 0.8%, govt bonds -3.1% YTD.
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growth slowdown, US elections, market concentration

The GOAL Risk Keeper is a new regular publication which focuses onrisk-management of multi-asset portfolios. It presents liquid alternatives, dynamic
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Weekly Warm-up: Does The Cycle Matter More Than The Election Outcome?

Does the Cycle Matter More Than The Election Outcome? Like in 2016-2017, we are more focused on the cadence of the business cycle than on the
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Fed set to hold again in July, but inching closer to cuts

A huge week lies ahead, with the July FOMC meeting on Wednesday followed in quick succession by the July employment report on Friday.
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