Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Capital market veteran with 22 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

Thematic (Sector/Industry)

United states Financials / Thematic (Sector/Industry)

<ul>
<li>Markets 93% priced for 25bps cut at 17 Sept FOMC; year-end split between additional 25bps or 50bps.    </li>
<li>Immense political heat on the Fed: POTUS Presses for cuts, Treasury Secretary Scott Bessent model flags for 150bps easing.    </li>
<li>We think the Fed will relent for a 25bps cut in Sep, Chairman Powell can't fight alone! </li>
</ul>


Markets 93% priced for 25bps cut at 17 Sept FOMC; year-end split between additional 25bps or 50bps.    
Immense political heat on the Fed: POTUS Presses for cuts, Treasury Secretary Scott Bessent model flags for 150bps easing.    
We think the Fed will relent for a 25bps cut in Sep, Chairman Powell can't fight alone! 


US Fed Rates: Data Dependence Meets Washington’s Heavy Hand