Wednesday, September 4th, 2024 ⁠A topical newsletter from CIO Economics & Markets A newsletter for institutional investors, spotlighting news and trends in economics and markets. SPONSORED AD Market Moves Where Is the 10-Year Treasury Yield Headed? It's Hard to Say As the Fed prepares to lower short-term rates, the T-note confounds predictions due to its recent volatility. Research Talk of Presidential Race Showing Up on Earnings Calls The word ‘election’ has appeared almost twice as often as it did four years ago, per FactSet. Research Rate Cuts: How Fast, How Big? Forget about that half-point cut in September you had heard about, strategists say. Asset Allocation Troubles Ahead? Allocators Say They Are Ready In a Mercer survey, asset owners say they feel ‘resilient’ about market risk and inflation.   Market Moves IPOs Make a Comeback: First Half Deals Total 20% More Than 1H 2023 Cold storage provider Lineage leads the pack with $4.4 billion offering. Risk Private Credit Defaults Nudge Up: A Warning? This relatively new alternative asset class had a 2.7% rate for loan non-payments in the second quarter, a Proskauer study says. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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