Global Macro Strategy

Global Macro Strategy is a series presenting our views on global markets and economic landscapes. The notes combine cross asset valuation frameworks and fundamental economic analysis to gain insight into the trends and themes that shape global markets.

France – A Matter of Heightened Interest

France – A Matter of Heightened Interest

Iran: Peak Gamma

Iran: Peak Gamma

The Waiting Is the Hardest Part

The Waiting Is the Hardest Part

Intertemporal Inconsistency

Intertemporal Inconsistency

Out of the Woods? A More Constructive Outlook for Fixed Income

Out of the Woods? A More Constructive Outlook for Fixed Income

Elastic Expectations

Elastic Expectations

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