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
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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