MBCC TH 3rd Sep'24 - "All eyes on the US labour market data, but is the Fed too late? It is about what is priced in asset classes and what is not - that is the trade!"

We know Equities, Bonds, FX, and Commodities are all giving different signals. our job is to break the individual signals and combine the macro signals to determine which asset class is right and which is wrong.

So what is the trade? Where will it hurt most who are invested today?