Weekly Macro Research Highlight KW48
Failed to add items
Sorry, we are unable to add the item because your shopping basket is already at capacity.
Add to cart failed.
Please try again later
Add to wishlist failed.
Please try again later
Remove from wishlist failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
Weekly Macro Research Highlight KW48
-
Narrated by:
-
Written by:
About this listen
In this week's macroeconomic forecast round, we analyze the impact of the expected end of the US government shutdown on GDP and assess the revised effective tariff rate following the recent US-China trade deal. We also delve into the complex legal hazards of seizing frozen Russian assets, and—supported by strong Q3 earnings—explain why we remain overweight on global equities while affirming short positions on the British Pound and Japanese Yen.
No reviews yet