bullish

Macro Strategy: Domestic Buffers To Cushion External Headwinds

210 Views26 May 2025 20:04
Broker
Global long-end yields are on the rise, reflecting shifting growth expectation. Ongoing recovery in global M2 should provide a cushion.
What is covered in the Full Insight:
  • Macro Strategy Overview
  • Rising Global Long-End Yields
  • Domestic Dual Policy Buffers
  • Economic Stimulus Packages
  • Outlook for MSMEs in 2Q25
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 16-minute read)
Discussions
(Paid Plans Only)
chart-bar
  • Loading...
x