Global equities' earnings growth is still outrunning macro headwinds US 10-yr yields and oil are still climbing in lockstep and compressing valuations, yet earnings momentum keeps equities higher. Plus: the US–China tariff list, Nigeria’s surprise 350bps cut and Qatar’s return to bond markets. Read more about Global equities' earnings growth is still outrunning macro headwinds
Global equities' earnings growth is still outrunning macro headwinds US 10-yr yields and oil are still climbing in lockstep and compressing valuations, yet earnings momentum keeps equities higher. Plus: the US–China tariff list, Nigeria’s surprise 350bps cut and Qatar’s return to bond markets. Read more about Global equities' earnings growth is still outrunning macro headwinds