In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year or two. And in I Beg to Differ (July 2022), I discussed the questions I was asked most frequently at Oaktree’s June 21 conference in London: How bad will inflation get? How much will the Fed raise interest rates to fight it? Will…
Context and Comprehension are Key 🔑 A woman without her man is nothing! A woman: without her, man is...
2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...
Two factors may help mitigate further volatility. BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH...
Cross-Asset Strategy: While growth risks are elevated, our base case looks for an acceleration in global growth in the...
The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....
At the end of the previous trading week, the S&P 500 (SPX) was enjoying its fourth-straight up week (its...
That was a pretty bullish end to an otherwise fear littered week that centered on two major points of...
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