In today’s briefing:
- Overview #43 – Not Too Hot, Not Too Cold
Overview #43 – Not Too Hot, Not Too Cold
- A review of recent events and data impacting our investment themes and outlook
- Japan and US Central Banks continue to add fuel to the monetary fire
- China consumption weakness is likely to spur a tangible response in the New Year
💡 Before it’s here, it’s on Smartkarma
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