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“Inclusion in the JP Morgan bond index will mean that the flows from there are view agnostic. So whether rates are going up or down, we will see the flows come in. Quite apart from that will be the monetary policy moving from a tight monetary policy to a much easier monetary policy. It looks like next year these are the two major events we need to watch out for in 2024.” ....
As expressed in the December issue, assuming we didn’t get any unexpected negative surprises on the macro front and the key economic indicators that matter most [.] ....
Container prices and spot shipping rates have fallen significantly year over year despite the fact the industry is entering what is traditionally peak. ....
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