The Macro Remains Strong For Now

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• China keeps key lending rates steady in bid to shore up yuan as macro data remains strong  NBC New York
• India’s long-term story remains strong, but valuations still a hurdle for foreign investors:...  Moneycontrol
• United States Economic Forecast Q1 2025  Deloitte
• Market outlook 2025: Navigating cross-currents  J.P. Morgan
• As Inflation Recedes, Global Economy Needs Policy Triple Pivot  International Monetary Fund
• The US economy is poised to beat expectations in 2025  Goldman Sachs
• The ‘value now’ consumer: Making sense of US consumer sentiment and spending  McKinsey & Company
• Volatile week followed up by big macro week - United States - English  Convera
• Economic, Housing and Mortgage Market Outlook – August 2024 | Spotlight: Refinance Trends  Freddie Mac
• Macro & Markets: Mission Rate Impossible  Nordea Corporate
• 'India's macro remains strong despite market correction'  Value Research
• Macro Impacting Bitcoin - by Root - BitcoinStrategy  substack.com
• Global economic outlook, January 2025  Deloitte
• Statement on Monetary Policy – February 2025 3. Outlook  Reserve Bank of Australia
• Macro & Markets: Storm clouds are gathering  Nordea Corporate
• The market outlook at mid-year: A long road to normal  J.P. Morgan
• The Japanese yen will likely remain weak for months to come  Goldman Sachs
• The Multifaceted Nature of Macro-Economic Challenges in Front of the New RBI Governor  thewire.in
• Macro Monthly: American ‘Un’-exceptionalism?  UBS
• Laying a robust macro-financial foundation for the future  Bank for International Settlements
• Macro Monthly: Making diversification great again  UBS
• I. Laying a robust macro-financial foundation for the future  Bank for International Settlements
• The U.S. Economy’s Soft Landing Is Still on Track  Harvard Business Review
• Macro Hedge Fund With 76% Gain Says Market Is Mispricing US Rates  Bloomberg.com
• Economic, Housing and Mortgage Market Outlook – December 2024 | Spotlight: Homeowner vs. Renter Spending  Freddie Mac
• Global Economy Remains Resilient Despite Uneven Growth, Challenges Ahead  International Monetary Fund
• Macro & Markets: Everything is about interest rates  Nordea Corporate
• Whether or not the Fed cuts rates is not the right question 🔪  TKer by Sam Ro
• Three massive forces have fueled the economic expansion for the past two years 💪  TKer by Sam Ro
• Pivoting for Good as Macro Worsens  Natixis CIB | Natixis Corporate & Investment Banking
• Brazil economic outlook, March 2025  Deloitte
• Why Japan remains one of our top calls  J.P. Morgan Private Bank
• Japan economic outlook, April 2025  Deloitte
• Key views Global Monthly 26 February 2025  ABN AMRO Bank
• US consumer spending resilient; inflation continues to abate  Reuters
• For Western firms, emerging markets hold the key to growth  The World Economic Forum
• Southeast Asia quarterly economic review: Steady amid uncertainty  McKinsey & Company
• Financial Stability Review, November 2024  European Central Bank
• 2024 U.S. Election: Focus on the Forest, Not the Trees  KKR: A Leading Global Investment Firm
• Pathfinders in Biopharma Podcast  RBC Capital Markets
• Earnings call transcript: PTC Q2 2025 earnings beat expectations, stock rises  Investing.com
• 2024 commercial real estate midyear outlook  J.P. Morgan
• Some stock market charts to consider as we look forward 📉📊📈  TKer by Sam Ro
• The impact of Trump’s tariffs so far  ING Think
• MongoDB sends strong signals despite cautious macro tones  SiliconANGLE
• Africa dominates list of the world’s 20 fastest-growing economies in 2024—African Development Bank says in macroeconomic report  African Development Bank Group
• Best camera for macro photography in 2025  Digital Camera World
• January Op-ed - Macro Roller Coaster  AXA IM UK
• Big tech earnings: Key macro takeaways beyond the numbers  Saxo Bank
• Schonfeld Hedge Fund Bankrolls Its New Macro Trading Team With $5 Billion  Bloomberg.com
• 'India's macro remains strong despite market correction'  Value Research
• Micronutrients Have a Macro Impact  CropLife
• Thailand macro update – Sinking into recession  ING Think
• What’s happening this week in economics?  Deloitte
• India economic outlook, May 2025  Deloitte
• 30 of the (Best?) Cheap Macro Lagers, Blind-Tasted and Ranked  Paste Magazine