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Something for your Espresso: The Dollar and the Decoupling

The global macro environment remains tumultuous in 2023, with little consistency across regions and assets prices. Here are some morning charts and thoughts to start your Friday
2023-09-08
<a href="https://stenoresearch.com/author/emilmoller/" target="_self">Emil Møller</a>

Emil Møller

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Firstly, the US economy’s resilience, powered by deficit spending reminiscent of wartime measures, and secondly, the emerging trend of the global economy gradually disentangling itself, resulting in a diverse macroeconomic landscape that is tough to navigate

What does it look like when everyone is in a sandbox of their own?

Here’s some data-driven food for thought to start your Friday:

Chart 1: US Real GDP  QoQ vs Unemployment rate


The global macro environment remains tumultuous in 2023, with little consistency across regions and assets prices. Here are some morning charts and thoughts to start your Friday

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