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Macro Mondays: Forecasting Markets in a Volatile World

Real Vision: Finance & Investing

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Investment Strategies Amidst Uncertainty

This chapter examines institutional investment strategies aimed at achieving strong year-end returns, focusing on sector performance influenced by economic indicators. It specifically addresses the complexities of the Chinese economic situation, including the lack of clarity on stimulus packages, and its potential impact on global markets. The discussion also touches on market forecasts for 2025, emphasizing concerns over inflation and the relationship between tariffs and supply chains.

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