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Inflection Point

Macro Investments

Macro Thoughts

14th July 2023
Is China Pivoting? Inching closer to the inflection point!
Tom Baldacci
11th July 2023
U.S. June 2023 CPI Data Preview
Tom Baldacci
12th March 2023
SVB (Silicon Valley Bank)
Tom Baldacci
4th January 2023
The Metamorphosis of Global Trade
Massimiliano Gnesi
7th December 2022
ECB Financial Stability Review
Massimiliano Gnesi
27th October 2022
The 3 Pivots (3Ps)
Massimiliano Gnesi
11th October 2022
US Sep Inflation Data Preview
Massimiliano Gnesi
9th October 2022
US Sep Job Market Conditions
Massimiliano Gnesi