Daily BriefsMacro

Daily Brief Macro: Overview #77 – Burning Down the House and more

By September 13, 2026 No Comments

In today’s briefing:

  • Overview #77 – Burning Down the House


Overview #77 – Burning Down the House

By Rikki Malik

  • A review of recent events/data impacting our investment themes and outlook
  • Government bond markets continue to exert pressure on other assets
  • The Japanese Yen has likely confirmed a trend change – expect more volatility

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