5 Things We Watch – Inflation, Fed pause, labor market, Swedish RE and AI
As is the custom every Wednesday, we will take you through 5 selected themes in the macro which we follow closely and summarize how we interpret them – this week spanning from today’s FOMC meeting to Swedish real estate. To read the full article, sign up...
EM by EM #8 The Indian elephant in the room- will it keep holding up?
In this current cycle, India has emerged as a favorite among emerging market investors. But are we seeing a bubble similar to Japan in the 1980s? Or will India be successful in replicating the success of China? While we maintain a positive outlook – India...
The Great Game – What’s going on in Ukraine?
With Ukraine on the counteroffensive, what can we expect? Why aren’t we seeing more Leopard tanks in use? We give you our take! To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a member?...
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