Macro Thoughts

Navigating markets, policy, and the global economy - Nohshad Shah's incisive take on the macro landscape

Giving Thanks to Monetary Policy

Giving Thanks to Monetary Policy

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Deleveraging

Deleveraging

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Waking Up to Affordability and Inflation

Waking Up to Affordability and Inflation

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Structural Not Cyclical

Structural Not Cyclical

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The Fed Recalibrates

The Fed Recalibrates

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Supply Constraints + Cyclical Acceleration = Inflation

Supply Constraints + Cyclical Acceleration = Inflation

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