“Progressively softer labour market conditions and positive inflation developments support gradual rate cuts, allowing the Fed to bring policy rates closer to neutral levels.”
“The Federal Reserve is continuing its cut-rate path, but it will be increasingly vigilant towards any inflation risks. We expect volatility in bond markets to persist.”
The auto sector hit a series of roadblocks in Q2, causing several companies to scale back their growth forecasts for the year. What is the current outlook for manufacturers and suppliers and where do we see select opportunities?