Macro Themes At Play
Theme 1 - The Week Ahead
Theme 2 - When Macro Gets Boring (h/t The Last Bear Standing)
Theme 3 - OPEX, 0DTEs, AI and Chips
Theme 4 - A path to a ceasefire?
Further reading and listen…
Theme 1 - The Week Ahead
Theme 2 - When Macro Gets Boring (h/t The Last Bear Standing)
Theme 3 - OPEX, 0DTEs, AI and Chips
Theme 4 - A path to a ceasefire?
Further reading and listen…