Rates: Markets are preparing for another massive US stimulus bill and the Treasury debt issuance spike that will follow. The Fed has been steadily buying Treasuries and MBS bonds, but that’s not enough to absorb all the new supply.
Is there sufficient appetite at the FOMC to repeat the April buying blitz?
Commodities: Aluminum prices have been surging on demand from China as inventories shrink.
China: Land sales are starting to roll over, which typically leads fixed asset investment by five months, according to TS Lombard. Will the government inject capital to delay an investment slowdown?
Europe: Which EU sectors are most exposed to Brexit?
United States: Companies are increasingly discussing localization efforts – a shift from globalization.
Food For Thought: The increase in digital tool usage during COVID:
Edited by Devon Lall
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