The Fed commences its rate easing cycle with a 50-bps rate cut. This is broadly positive for risk assets but reinforces USD weakness.
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The “3i’s” investment theme underpins our bullish outlook for global risk assets, focusing on Industry 5.0, Innovation and Involution.
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The early August 2024 market decline has sparked a more balanced alignment between inflation and growth considerations for the Fed.
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We consider the triggers behind the early August 2024 selloff and examine whether these are sentiment-driven or fundamentally-led.
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The 3i’s shaping the forward narrative are Industry 5.0, Innovation, and Involution. Rising productivity and innovation are spurring gains but China continues to face structural headwinds.
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