you’ll find: 🎯 12 wishes for the new year on Financial Markets – (Thoughts of the week) Raymond James Wars, inflation & yields Unemployment, s&p & rates Dividend, oil & junk bond.
Read →you’ll find: 🎯 Macro Update – (7 Strategy Insights) First Abu Dhabi Bank Interest rates have peaked Credit card delinquency rates Risk assets 📢 Are you missing the big reset.
Read →you’ll find: 👉 Which Macro scenario would you choose? Three scenarios for 2024 – (14 Must Update) DBS Soft landing (60% probability) No landing (25% probability) Hard landing.
Read →you’ll find: Fixed income – what to know – (9 Yields Updates) Goldman Sachs Digesting an increasingly benign inflation trajectory (fixed income update) Divergent growth momentum.
Read →you’ll find: 🎯 WHAT IS HAPPENING? Economy is beating all expectations – (10 Updates) Moody’s Monetary policy is working What does markets are exepcting? Gdp revised up Economy is.
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