As q3 comes to a close, what is in store for q4 and end of year. Year end allocations got wiped out as China came out with a bazooka headlines last week, with its index up 25%+ in 1 week!
So….does China continue outperforming US/DM into q4?
MBCC TH 1st Oct'24 - "If the economy is doing "so well", why does Powell need to cut by 50 bps more? All eyes on the labour market data this week, either Bonds are wrong or Equities!"
