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Persistent geopolitical uncertainty should keep defensive positioning and hedges in demand.
High confidence
Regional-bank caution should keep credit transmission weak for smaller domestic cyclicals.
High confidence
Regional-bank caution should keep credit transmission weak for smaller domestic cyclicals.
High confidence
A bottoming housing cycle should provide a more durable domestic-growth floor than markets assume.
High confidence
Persistent geopolitical uncertainty should keep defensive positioning and hedges in demand.
High confidence
Persistent Treasury supply and sticky fiscal issuance should keep long-end yields pressured higher for longer.
High confidence
A bottoming housing cycle should provide a more durable domestic-growth floor than markets assume.
High confidence
A softer dollar should ease financial conditions globally and keep commodity demand resilient.
High confidence