Macro Weekly A Tale of Fire and Ice

Macro Weekly: A Tale of Fire and Ice

As AI and computer memory stocks soar to extraordinary highs, many consumer-facing businesses are slipping into recession-like conditions. In this analysis, we explore the widening

Has risk sentiment swung too far

Has risk sentiment swung too far?

In this week’s global macro analysis, we look at the divergence between growth and value stocks as the market continues to trade at all-time highs.

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