The more things change - Mar. Macro Snapshot [Video + AI Summary]
- Macro indicators were resilient heading into the Iran conflict. Yet the bullish impulse has slowed as more central banks move away from synchronized easing.
- While a period of risk-off volatility is expected, the six-month outlook remains supportive of a final cyclical blow-off top driven by manufacturing recovery and high-profile IPOs.
DiscussionsemdmcurrencyEnergyequity sectorcommodityequity regionfixed incomeGlobal Macro
