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CIO Weekly – US recession scenario has not been fully priced in yet: Grace Tam of BNP Paribas WM

This week: BNP Paribas WM recommends tilt towards Southeast Asia; EU is tackling power crunch: Julius Baer; UBS suggests hedging CNY exposure BNP Paribas WM recommends tilt towards Southeast Asia, since US recession has not been priced in With the higher-than-expected August US CPI number, BNP Paribas Wealth Management considers a 75-bp rate hike in the September US Fed FOMC…

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