Dmitri Smolansky, Head of Portfolio Solutions, provides a capital markets update, while SECOR’s asset class specialists, provide updates on Equity and Fixed Income
Equities rallied across the board as investors bet that the Fed is done with raising rates
US CPI and UK RPI continued its downward trend. We see breakevens moving down across the board to reflect the downside surprises
89% of the S&P 500 reported 4% YoY growth for Q3 earnings, ahead of the 0% expectation at the beginning of the earnings season
Possible effects of AI on productivity, GDP growth and employment
