The Japanese #yen is increasingly attractive, driven by improved yield differentials & safe-haven demand.

We are positive on the yen and the #krone , and our near-term outlook on the US dollar is strong.

Learn more about our currency views: ms.spr.ly/60169apjK

#Shareworthy

The September FOMC dot plot shows just 50 basis points worth of rate cuts in 2024, which could mean overconfidence in the soft-landing scenario. But soft landing is not a given and there are factors that could derail it.

Learn More: ms.spr.ly/60199ocdP

#Fed #shareworthy

Our #growth forecasts for both the #UK and the #Eurozone remain essentially unchanged from last quarter, while our expectations for #China have been reduced slightly. The big upside surprise has been the #US .

See how: ms.spr.ly/60189op2s

#Shareworthy

We are honored that American Banker has named Global Chief Investor Lori Heinel as one the Most Powerful Women to Watch in Banking and Finance, alongside State Street colleagues Donna Milrod, Chief Product Officer and Ann Fogarty, Head of Global Delivery: ms.spr.ly/60159mXMx

At the moment, it's hard to argue against the #US D , which gained 2.9% in August vs the #G10 average. It is both a defensive and high-yielding #currency , while the #US economy is holding up better than most. Learn more about our currency views: ms.spr.ly/601499QGA #Shareworthy

Washington takes center stage this week as the September 30 shutdown deadline highlights a challenging fiscal position and political risks heading into the 2024 US election cycle.

Elliot Hentov provides a snapshot here: ms.spr.ly/60109YtBi

#Shareworthy #USshutdown

This piece is the first of a series on China that will explore the country’s property sector, GDP growth conundrum and ongoing geopolitical constraints. ms.spr.ly/60119YJ7F

#china #shareworthy #emergingmarkets

The environment can still be supportive of #equities , but since the asset class may correct lower, we slightly trimmed our equity overweight and deployed the proceeds to aggregate bonds.

Read more: ms.spr.ly/60179ikLU

#assetallocation

Through COVID-19 & the Russia-Ukraine War, #Europe continued to show resilience, and now green shoots of recovery are becoming visible.

Jeremiah McGuire & Simona Mocuta take stock of Europe’s macro environment & provide actionable insights: ms.spr.ly/60119jZO9
#shareworthy

We are proud to share that President and CEO Yie-Hsin Hung has been named among Pensions & Investments most Influential Women in Institutional Investing for her commitment to supporting and promoting women within the industry. View the full list of honorees: pionline.com/influential-wo…

Investors should expect more tough talk from Chairman Powell that the Fed is more committed than ever to defeating inflation, says Michael Arone, Chief Investment Strategist, US SPDR. Read Uncommon Sense: ms.spr.ly/60129RW5g

Have you read our latest Q3 2023 forecasts?
•2023 global growth forecast has been revised up to 2.6%, but, importantly, it has slipped below trend.
•We continue to see support for equities.
Read more here:

Look beyond the headlines of a few mega-cap US stocks. We see opportunities for active managers in less concentrated parts of the market. #shareworthy

It's important to evaluate margins alongside #earnings this season, says Michael Arone. Here's why: ms.spr.ly/601496Qh0

Dane Smith and Chris Carpentier take a data-driven look into Chinese risks and their complex side effects for broad EM portfolios. Click to read >
ms.spr.ly/6011glU8H
#shareworthy

In emerging markets (EM) equity portfolios, we explain why it’s worth considering a dedicated Chinese equities allocation alongside an EM ex China strategy. Click to read > ms.spr.ly/6010gY72a
#shareworthy

Minkyu Kim, Ph.D., Head of Data and Analytics, Systematic Equity, shares use cases for #machinelearning across various investment teams. Read more: ms.spr.ly/6010gUq9j
#shareworthy

For emerging market investors, it can be tough to determine just how much of their risk budgets are devoted to China. Read our latest insights article >
ms.spr.ly/6019gY7YS
#shareworthy

Diversification provides investors a critical tool to mitigate concentration risk and to generate more consistent returns. Learn more: ms.spr.ly/6016gYKKr #shareworthy

Global recession risks are positive for the JPY and the USD. We are tactically positive on the USD and JPY, but are negative on more cyclical currencies. Want to know more? Read our latest Currency Market Commentary: ms.spr.ly/6017gmRzX
#Shareworthy