Macro Thoughts

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

The Fed Recalibrates

The Fed Recalibrates

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Supply Constraints + Cyclical Acceleration = Inflation

Supply Constraints + Cyclical Acceleration = Inflation

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Rejection of Valuations, But No Systemic Shock

Rejection of Valuations, But No Systemic Shock

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Downside Risks Emerge

Downside Risks Emerge

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Don’t Let the Labour Market Get You Down

Don’t Let the Labour Market Get You Down

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Green Light

Green Light

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