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Global Macro Update Archive, February 2023

The world is out of balance
  • February 24, 2023

The world is out of balance

What does a new normal look like? That’s the topic I covered with Bruce Mehlman in this week’s Global Macro Update interview (link at the bottom of this letter).

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A Return to Normal
  • February 3, 2023

A Return to Normal

This week, we checked in on the fixed-income market with an asset manager who controls $40 billion in capital.

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