Hey everyone,
I took a moment to share how I am thinking about the macro backdrop and further explain the research I have been publishing. If you want to see the most recent interest rate report, it’s here:
Interest Rate Report: Duration, TLT, and the macro cycle
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This report will provide a detailed update on the current situation with interest rates across the curve, where they are likely moving as we progress into the end of 2024, and how this will impact other asset classes. I have laid out the macro tensions and variables in the following reports:
Podcast:
