Yao Wang | Nicolas Sione
Welcome to the eleventh edition of the CIO Chartbook, within which we will explore:
1. The rising tensions in the Middle East
2. The unusual market trends observed in the US
3. The need to run into trouble for the Fed to pivot
And some more...
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Sources: Alpine Macro, American Economic Review, BCA Research, Bloomberg, BofA, Caldara, CBO, Charlie Bilello, CIGP, Dario and Matteo Iacoviello (2022) "Measuring Political Risk", Datastream, EFG, Federal Reserve, Goldman Sachs, LSEG, Media Reports, Reuters, S&P Global.