Below, please find February’s edition of On the Markets – Graystone Consulting’s monthly publication summarizing the Global Investment Committee’s market outlook.
The February issue includes:
“Affordability in Focus” Ahead of US midterm elections, policy proposals targeting affordability are multiplying. Morgan Stanley & Co. Research’s head of US public policy strategy, Ariana Salvatore, narrows the field to five areas that the president and Congress are likely to focus on.
“Gold Gaining as a Share of Reserves” According to MS & Co. metals analyst Amy Gower, strong demand from central banks and stablecoin providers has helped boost gold to record highs. Much of that demand is expected to continue.
“The Case for a Latin American Spring” A trifecta of changes—around geopolitics, monetary policy and elections—is creating a unique opportunity for Latin America to transform itself into an engine of growth. MS & Co. equity strategists Nikolaj Lippmann and Julia Nogueria explore a bullish scenario for the region.
