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Macro Mondays #62 - Shelter, liquidity & is it time to buy again?

Macro Mondays

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Macroeconomic Insights: Growth and Liquidity Trends

This chapter provides an in-depth analysis of the macroeconomic landscape, focusing on growth, liquidity, and inflation trends. It explores the potential macro regimes for 2024, revealing how recent data can help navigate market volatility and highlighting the risks of rising inflation paired with weak growth.

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