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Takeaway: Our Macro Playbook is a daily 1-page summary of our core ETF recommendations, investment themes and proprietary quantitative market context.

CLICK HERE to view the document. In today’s edition, we highlight:

  1. Why global financial market volatility is likely to ramp in the coming weeks – particularly as we progress through next week's FOMC statement and mutual fund fiscal year-end
  2. The bull case for bombed-out Brazilian financial assets (HINT: it has nothing to do with a Neves victory)

Best of luck out there,

Darius Dale

Associate: Macro Team