October 2024
Starting Point Source: @Marlin_Capital We have previously discussed the sea change in markets, with rates now declining across most developed markets. This particular topic is,
Starting Point Source: @Marlin_Capital We have previously discussed the sea change in markets, with rates now declining across most developed markets. This particular topic is,
Demographics = Destiny There is much discussion of the slowdown in China, with many pointing at the overinvestment in the housing market, debt, and a
The volatility of the past few weeks marks the return of bad news actually being treated as such by the markets. For a long time, any indication economic malaise was viewed positively as it increased the odds of near-term rate cuts.
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