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Equities: The S&P 500 tech mega-cap concentration makes it difficult to outperform the index.
Energy: OPEC continues to cut its projections for global oil demand.
Commodities: Here are Goldman’s scenarios for gold prices over the next year, contingent on Fed rate decisions.
The United States: The CPI diffusion indices continue to show sticky inflation.
The Eurozone: European equities have a higher risk premium than the US.
Emerging Markets: The real and Brazil’s stocks outperformed EM peers on Wednesday following the jumbo 75bps hike by the central bank.
Food for Thought: Types of offshore rigs and platforms categorized by operating depths:
Edited by William Villacis
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