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Portfolio Watch: Time to fade soft landers entirely?

We did get a tad wrongfooted today on our ISM prediction. Despite having seen some decent returns lately the print works against our December call despite Powell doing his to keep it alive. Read our full take below
2023-12-01
Portfolio watch

With November in the rearview mirror, markets are finally starting to discount the disinflation story aggressively.

There’s a growing gap between what’s happening in financial markets and what central banks are doing:

Traders are now betting more heavily on interest rate cuts in the United States and Europe as the soft inflation prints (which we of course forecasted, we don’t mind reminding) and risks have been partying through November


We did get a tad wrongfooted today on our ISM prediction. Despite having seen some decent returns lately the print works against our December call despite Powell doing his to keep it alive. Read our full take below

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