This week we cover the onset of the global cutting cycle, as the BoC and the ECB took important first steps this week. Then we shine our spotlight beyond the S&P 500, arguing that small is beautiful.
The Week in Review (0:40) — The BoC and the ECB ease and the U.S. data softens
The Week Ahead (6:56) — A potential damp squib from the FOMC — but keep an eye on CPI
The Spotlight (8:06) — Looking for value beyond the S&P 500
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