The Long and The Short

This July 2024 chartpack titled "Are we there yet?" provides a comprehensive analysis of global economic trends, market rotations, and financial indicators across various sectors.

Equities moved higher, fueled by a solid corporate earnings season while economic data showed resilience in the US along with emerging signs of recovery in Europe.

Metals caught a bid, then abruptly reversed. Energy markets are rangebound and ags are trending lower.

Performance was mixed across asset classes in January but equities continued gaining ground supported by inflows and declining rates amid election results and absence of surprises, while a rotation toward broader market winners could provide diversity for investors.