The Key Charts Of 2H23
An in-depth video review into a key charts that we think are critical to understanding the macroeconomic picture and the global economy in the second half of 2023.
What We'll Cover
- The US fiscal situation is going critical now, not someday.
- US and global policymakers have tipped their hand about how they will respond.
- Bond markets appear to be improperly positioned for that response
Meet Luke
Unparalleled Expertise
Luke Gromen has become one of the most respected names in the global research sector. Having been in the industry for 20+ years and earning a reputation as a client-focused analyst with an unparalleled ability to make broad connections between increasingly siloed industry news and draw conclusions that help investors understand the bigger picture. Luke offers unique and insightful research derived from a wide variety of sources that provide a clearer picture of global macroeconomic, thematic, and sector trends.
