TPW Advisory

TPW Advisory is an independent investment advisory boutique located in NYC offering asset allocation & portfolio strategy advice, white label research and global, multi asset ETF based model portfolio delivery services.

Independent Investment Advisory Boutique

Founder, TPW Advisory

Founder

Macroeconomics

<ul><li>We remain zeroed in on the multiple transitions we see occurring across risk assets and economies. We focus on 5 transitions in this monthly:</li><li>From rate hikes to rate cuts – from a finished Fed to a just getting started EM cutting cycle – inflation is a DM not EM problem </li><li>From monetary to fiscal policy – aka from the Fed to Bidenomics &amp; its EU equivalent </li></ul>

We remain zeroed in on the multiple transitions we see occurring across risk assets and economies. We focus on 5 transitions in this monthly:From rate hikes to rate cuts – from a finished Fed to a just getting started EM cutting cycle – inflation is a DM not EM problem From monetary to fiscal policy – aka from the Fed to Bidenomics &amp; its EU equivalent 

TPW Advisory July Monthly: The Great In Between