M Update Cross-Asset Spotlight | Global October 7, 2024 11:30 AM GMT Signals, Flows & Key Data A weekly summary of key cross-asset monitors, data, moves and models tracking sentiment, fund flows and positioning. Key highlights from last week: Global Macro Forum: Expanded use of tariffs is one potential consequence of the US election. We discuss (1) key policy uncertainties related to tariffs, and (2) the impact of tariffs on the economy and equity/FX strategy across the US, China, EU, and Mexico, including ...