Share this postTrade: SOFR www.capitalflowsresearch.comCopy linkFacebookEmailNoteOtherTrade: SOFR 2024 Capital FlowsOct 31, 2023∙ Paid8Share this postTrade: SOFR www.capitalflowsresearch.comCopy linkFacebookEmailNoteOther8ShareI laid out how I am thinking about the potential for recession in the macro report: Macro Insights/Report: Comprehensive Macro ReportCapital Flows·October 24, 2023Hey everyone! I hope you had a good weekend Below is the comprehensive macro report that I write every month. The analysis is meant to focus on the top-down drivers in the economy and financial markets. If you are new and trying to understand more about macro or individual asset classes, check out the educational primers in this article:Read full storyThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inPreviousNext