Macro Thoughts

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

Fed Independence is Sacrosanct for Markets

Fed Independence is Sacrosanct for Markets

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Cuts on the Table, Despite the Outlook

Cuts on the Table, Despite the Outlook

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Inflation, Remember?

Inflation, Remember?

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Forward Trajectory > Spot

Forward Trajectory > Spot

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The Biggest Risk Taker

The Biggest Risk Taker

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This is Not 2024

This is Not 2024

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