Global Macro Update Archive, October 2023

Brushfires Everywhere
  • October 27, 2023

Brushfires Everywhere

Jacob Shapiro of Cognitive Investments unpacks the Israel-Hamas War, waning US hegemony, and the top countries and sectors investors should watch now.

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Are bond yields high?
  • October 6, 2023

Are bond yields high?

Rates on 10-year Treasuries have been climbing since August 2020. But depending on the time frame, you could argue that yields are still relatively low.

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