


EM by EM #36: What Goldman got wrong about China in 2023
We, just like Goldman Sachs and many others, have been caught off guard in China over the past year. Here’s why To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a member? Login...
5 Things That Could Wrongfoot Consensus in 2024
We round off 2023 with some what-ifs that could wrongfoot consensus in 2024. And maybe they are not as unlikely as current market pricing indicates. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan....
Hamas Rejects Ceasefire – Here’s Why It’s Actually Great News
Hamas has rejected a ceasefire offer from Egypt – but could it actually be really good news? Read why! To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a member? Login...
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