Respecting The Seasonality
Today’s video discusses seasonal headwinds, market outflows, and declining market liquidity, explaining why we are showing some tactical caution while remaining optimistic in the intermediate term.
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Reports you may have missed
As we anticipated in mid-April, May 1st appears to have been a pivotal date for interest rates, which have broadly declined since the QRA and FOMC meetings. The release of soft jobs data on Friday has increased expectations for rate cuts within this calendar year. Flows are gradually beginning to return. https://vimeo. com/943861897/2d60db497b? share=copy