A brief introduction: what it is, why I decided to launch it, and who it's for
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Revisiting my post from the start of the year...
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This week: Tech Wreck Check, Global Equity Technicals, Monetary headwinds, China Aye Shares, NZ Equities, Leveraged Equity Bets, Commodities, REITs.
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Talking through key charts and risk drivers in the outlook for growth, inflation, and asset allocation this year and into 2023...
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This week: Capex Outlook, Corporate Credit, Stock/Bond Ratio, US Dollar, Global ex-US Equities, Equity sentiment, Defensive Value.
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[Subscribers Only] This is a living article and will be updated monthly with our latest asset allocation views
[Subscribers Only] This is a living article and will be updated weekly
This week: Global Monetary Policy Pulse, Global Recession Watch, EM Sovereign Bonds, Cash Allocations, Crude Oil, Global Equities.
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