Prepare for volatile inflation data, risks in cyclicals, and US / Chinese frictions
Arun Sai, senior multi-asset strategist at Pictet Asset Management, discusses how trading desks should prepare for volatility in the US’s disinflation journey and his take on the European Central’s rate decision this week. He also walks through vulnerabilities in the equities market, risks in High Yield, and the impact of US and Chinese frictions.
11.09.2023