To The Moon

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Investment themes for H2 2023RC-2023.06-Key-convictions-fig2Follow the sequenceRC-2023.06-Key-convictions-fig3Key CIO convictions for H2 2023Markets are at a critical juncture as central banks are hitting the pause button after the fastest hiking cycle since the ‘80s. Quality is the compass for navigating this phase.1. Narrow and uncertain path to growth, with a bottom in H2 2023The lagging effects of tightening in the real economy will lead to a further deceleration in growth with divergences: a mild US recession, anaemic growth in Europe and more resilience in emerging markets. With low absolute numbers, both on the positive (Europe) and negative (United States) sides, the path ahead remains very uncertain.2. Gradual slowdown in inflationInflation is trending lower, but the speed of adju

As most of the market traders had expected, the Fed released its June meeting minutes at 2 a.m. last night, a departure from the June decision to suspend rate hike It‘s a very hawkish meeting minutes. His announcement once again consolidated the market's expectation that the Federal Reserve will rate hike twice again in the future. At the same time, it also echoed Powell's hawkish speech after the interest rate meeting in June. Stimulated by the expectation of rising interest rates, the US stocks that rose to a high level began to gradually pull back.Let's take a look at the details of this meeting minutes.:This summary is a record of the meeting in June, showing many unknown details. What we need to pay attention to is the following points:1. There are serious differences within the Feder