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Investment Weekly

Unemployment and stock/bond regime
10 November 2023

    Chart of the week – Unemployment and stock/bond regime

    Markets are largely priced for a US soft landing and, at face value, the October labour market data supported this view. But the short term news flow can be noisy. Focusing on wider trends and not specific data points is crucial for investors.

    Chart of the week – Unemployment and stock/bond regime

    More from this week:

    Market Spotlight

    • Bond market volatility

    Lens on…

    • A new dawn for India fixed income
    • A decent 2023 for the greenback
    • Value beating growth in Asian markets

    Download the full report PDF, 3.33MB