Macro Thoughts

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

Looking Through the Noise…Still Upside

Looking Through the Noise…Still Upside

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Back to Fiscal

Back to Fiscal

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Flooding the Zone (with Good News…Mainly)

Flooding the Zone (with Good News…Mainly)

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The Upside Risk Comes Into Sharper Focus

The Upside Risk Comes Into Sharper Focus

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The Upside Case Emerges

The Upside Case Emerges

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Tail Risks Reduce, but Macro Headwinds Remain

Tail Risks Reduce, but Macro Headwinds Remain

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