My macro investing view for 2025
Every week, something new rattles investors – a tariff here, a CPI print there, a sudden drop in equities. In early 2025, we saw a 9% drop in the S&P 500 in just one week – the.
Read →Insights
Growth, debt, currencies and the cross asset picture the rest is read against.
Notes, page 11 of 24
Every week, something new rattles investors – a tariff here, a CPI print there, a sudden drop in equities. In early 2025, we saw a 9% drop in the S&P 500 in just one week – the.
Read →Economy Introduction There’s no sugarcoating it – 2025 has started with a storm. Markets are choppy, policy moves are bold, and as investors, we’re all trying to read the map.
Read →Introduction As a global macro investor, I know that 2025 is not just another year – it’s a defining moment. Markets are shifting like tectonic plates, central banks are adjusting.
Read →Tarrifs Introduction If you’re reading this, chances are you’ve seen the headlines: tariffs rising, markets reacting, and a sense that the world economy is heading into turbulent.
Read →Investing Introduction Let’s be honest – investing has never been simple, but 2025 is shaping up to be one of the most fascinating (and tricky) years in recent history. Markets.
Read →Keep reading
The same analysis, delivered every week. Free, to 55,000+ investors.
Subscribe free →