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The week at a Glance – The cleanest shirt in the dirty laundry

Our nowcasts on the US economy have continued to prove useful for predicting the direction of macro data, with a rebound in US growth looking like the most viable outcome currently, but the momentum in the rest of the world has yet to show, and we are hence on relative value watch this week.
2024-10-21

Our nowcasts on the US economy have continued to prove useful for predicting the direction of macro data, with a rebound in US growth looking like the most viable outcome currently, but the momentum in the rest of the world has yet to show, and we are hence on relative value watch this week.

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