Macro Thoughts

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

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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Playing to Lose (Reserve Status)

Playing to Lose (Reserve Status)

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Course Correct

Course Correct

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Awaiting Liberation

Awaiting Liberation

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Dovish Powell / Hawkish Commitee

Dovish Powell / Hawkish Commitee

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