Accessible version Global Equity Volatility Insights China AI…the biggest bubble potential? Post summer nerves on cue…prefer fixed strike hedges After notching four straight months of equity gains, the post-Labor Day nervousness seems to be on cue (see Low vol looks unsustainable into Fall risks). Notably, numerous near-term macro catalysts, starting with this week's payroll print, and persistent policy uncertainty could test equity resilience. While we maintain our longer-term view of an AI bubble having f ...