Market Navigation Reports

Monthly multi-asset Market Navigation research reports to help investment decision
formulation, covering global markets performance and market drivers and trends

Market Drivers Report August 2023

Have markets become too complacent about a soft landing outcome?

After a strong start to the second quarter, risk appetite has waned in August. A key cause of investor angst has been the renewed rise in bond yields, which has unsettled the US equity market rally in recent weeks.
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