The Cutting Cycle Commences
from Rosenberg Round-Up Hosted by Rosenberg Research
This week we cover the onset of the global cutting cycle, as the BoC and the ECB took important first steps this week. Then we shine our spotlight beyond the S&P 500, arguing that small is beautiful. The Week in Review (0:40) — The BoC and the ECB ease and the U.S. data softens The Week Ahead (6:56) — A potential damp squib from the FOMC — but keep an eye on CPI The Spotlight (8:06) — Looking for value beyond the S&P 500 Please get in touch at: [email protected] For a 30-day free trial of our research, click here: https://web.rosenbergresearch.com/RosenbergRoundupTrial
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