Next 24 hours: China outlook sours and brings down markets
Today’s report: Why the risk on run could be a trap
We think investors need to be very careful heading into this new week. We’ve seen a lot of renewed optimism in recent weeks, with stocks rallying aggressively higher and the US Dollar selling off. All of this on a repricing of Fed rate hike expectations, with the market now believing the Fed will start to ease up. read report