Greetings,
The United States: The probability of a rate cut next month blasted past 80% after the employment report. Is the market too dovish? Is the Fed truly prepared to cut rates in July?

The Eurozone: Who owns Germany’s stocks?

Equities: Companies with significant sales outside of the US are expected to show substantially weaker earnings growth in Q2.

Emerging Markets: Mexico’s CPI is moderating.

Food for Thought: Out-of-pocket medical spending.

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Edited by Paul Menestrier
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