Macro Thoughts

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

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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Stocks – On the Button, Yet Again

Stocks – On the Button, Yet Again

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Do the Fundamentals Matter?

Do the Fundamentals Matter?

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