I’ve been saying we entered a period of higher macro uncertainty ever since we got the NFP data last week @Globalflows does a great job of breaking this down and what to look for to see if we break higher or lower In the meantime it’s still choppy weather outside
Capital Flows
Capital Flows6.8. klo 09.54
The Macro Regime, Credit Cycle, and Stance of the Fed are in the process of being tested As we approach CPI next week, the flows of capital will show the moment of truth for everyone about WHEN a recession will happen and HOW HIGH interest rates can actually go 🧵👇
7K