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Thoughts From The Divide: An Inevitable Recession? –Surprise! (An Interview)

BY JON WEBB
In lieu of this week’s Thoughts From The Divide newsletter, we’re thrilled to share Julian Brigden’s recent chat with Blockworks’ Felix Jauvin. So, what’s on the docket? Well, we dive headfirst into the market’s somewhat naive hope that central banks will start slashing rates like they're on a budget cut spree. Spoiler alert: historical trends suggest that rate adjustments are rarely as swift or predictable as we'd all like. Those tightening cycles? They’re like that unpredictable friend who shows up late and drunk—potentially disastrous. Next up, we take a magnifying glass to those overly rosy 2025 pricing forecasts. Turns out, the market's optimism might be a tad misplaced. We break down the difference between disinflation that’s deliberately crafted and the kind that just happens because, well, life. Either way, it’s a wild ride with plenty of risks to consider. Read more →

Powell Sees a “More Cautious Fed” Ahead of the November Employment Report

BY TEMATICA
Why we're focusing more on the report's wage data findings than job figures Read more →

C8 Weekly Bulletin – Adding Uncorrelated Returns

BY JON WEBB
With equity and bond markets having moved in tandem for the past few years, this week's Bulletin focuses on the potential to add uncorrelated returns to an equity/bond portfolio.   Read more →
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