A Delicate Balance

Focus continues on the timing and depth of central bank rate cuts as they try to engineer soft landings for economies across the globe. Central bank balance sheets and QT end timing in different jurisdictions have become increasingly topical as well. How do equity markets navigate this uncertain environment?Participants:Simon Deeley (Desk Strategy), Canada Rates StrategistIzaac Brook (Desk Strategy), US Rates Strategy AnalystMichael Reid (Desk Strategy), US EconomistPeter Schaffrik (Desk Strategy), Head of UK/European Rates & EconomicsLori Calvasina (Research), Head of U.S. Equity StrategyResearch Analyst opinions are their published views, independent of those expressed by Desk Analysts