A Delicate Balance

Focus continues on the timing and depth of central bank rate cuts as they try to engineer soft landings for economies across the globe. Central bank balance sheets and QT end timing in different jurisdictions have become increasingly topical as well. How do equity markets navigate this uncertain environment?

Participants:

• Simon Deeley (Desk Strategy), Canada Rates Strategist
• Izaac Brook (Desk Strategy), US Rates Strategy Analyst
• Michael Reid (Desk Strategy), US Economist
• Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
• Lori Calvasina (Research), Head of U.S. Equity Strategy

Research Analyst opinions are their published views, independent of those expressed by Desk Analysts