2min chapter

Macro Mondays cover image

Macro Sunday #47 - Trump handling interest & China / Singapore

Macro Mondays

CHAPTER

Debate on US Economy Signals and PMIs, Agenda Teaser for Upcoming Topics

Exploring discrepancies between PMI surveys and actual consumption/production numbers in relation to the reflation narrative, with a skeptical view presented. Agenda includes Yuan, Fed, models' insights, and a mention of crypto.

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