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Who We Are
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Macro Thoughts
Navigating markets, policy, and the global economy - Nohshad Shah's incisive take on the macro landscape
This is Not 2024
Read MoreDo Not Bet Against the US Economy
Read MoreATH
Read MoreGoldilocks Summer
Read MoreU.S. Exceptionalism…A Relative Concept
Read MoreLooking Through the Noise…Still Upside
Read MoreBack to Fiscal
Read MoreFlooding the Zone (with Good News…Mainly)
Read MoreThe Upside Risk Comes Into Sharper Focus
Read MoreThe Upside Case Emerges
Read MoreTail Risks Reduce, but Macro Headwinds Remain
Read MorePlaying to Lose (Reserve Status)
Read More - What We Do