In today’s briefing:
- Overview #76 – The Circus Comes to Town
Overview #76 – The Circus Comes to Town
- A review of recent events/data impacting our investment themes and outlook
- Rate hike expectations yo-yoing as the Fed meeting draws closer, impacting many of our themes
- Long Japanese Yen starts to work. Now follow through is needed
💡 Before it’s here, it’s on Smartkarma
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