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CoreMacro

Global

Global macro research on the forces driving the world economy, with calls across stocks, bonds, and currencies.

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CoreMacro
Fourth Quarter 2022 Strategy Outlook: A Three-Act Play
This week’s Global Investment Strategy report titled Fourth Quarter 2022 Strategy Outlook: A Three-Act Play discusses the outlook for the global economy and financial markets for the rest of 2022 and beyond.
Peter Berezin
30 Sep 2022
China
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CoreMacro
What Has Driven US Outperformance Post-GFC And Can This Persist?
Special Report
Ritika Mankar
23 Sep 2022
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CoreMacro
It’s Time To Buy The Euro
Peter Berezin
16 Sep 2022
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CoreMacroFICC
Neutral Rates Around The World
Special Report
Mathieu Savary
12 Sep 2022
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CoreMacro
Inelastic Supply: The Secret To A Soft Landing?
Peter Berezin
02 Sep 2022
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CoreMacro
The Risks From Housing
Peter Berezin
26 Aug 2022
China
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CoreMacro
Three Mega Moats Around The US Economy
Peter Berezin
12 Aug 2022
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CoreMacro
Shifting Into Neutral: A Q&A
Peter Berezin
02 Aug 2022
China
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CoreMacro
America's Lead On Mega-Sized Companies: Is A Peak Nigh?
Special Report
Ritika Mankar
29 Jul 2022
China
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CoreMacro
Downgrade Global Equities To Neutral From Overweight
Peter Berezin
27 Jul 2022