Are we at or near peak yields for risk assets? The possibility is looking more likely these days.
Daily Archives: July 20, 2023
Macro Briefing: 20 July 2023
* Final Fed rate hike expected, according to new Bloomberg survey of economists
* Recession risk still looks low for the US economic outlook
* Just 1% of all US homes change hands in first half of 2023, lowest in a decade
* Net inflows into Chinese stocks falls below other Asian markets
* China’s use of coal for energy is deepening
* TSMC, world’s largest chipmaker, reports 10% drop in Q2 profits vs. year ago
* US housing starts fall more than forecast in June:
