null Global Macro Views: Read the Footnote, Every Page
Global Macro Views
Global Macro Views: Read the Footnote, Every Page
Global Macro Views White Paper
Authors & Contributors
The Global Macro Forum
We believe there are several risks to the global economic outlook, among them, the worrisome trend of outcome-based investing. We think the Fed will find itself on the wrong side of history and inflation will linger longer and higher than anticipated.