IN THIS ISSUE

• Macro Strategy — Some Key Facts and Figures Every Investor Should Know About: Investors are inundated with data daily, but to help cut through the clutter, we have detailed what we believe investors should stay focused on and what really matters.
  
  
• Market View — A Big, Beautiful reBound: What Could Go Right For Stocks Next?: We outline what could go right for stocks, including what easing policy uncertainty could mean for the Federal Reserve, consumers and businesses.
  
  
• Thought of the Week — Trade Wars as a Disruptor to EM Bamboo Diplomacy: We are carefully monitoring how China's trade diversion and its impact to Southeast Asia, or the rest of Emerging Market, is more broadly filtering into U.S. data such as imports as an input to the growth data.​