In today’s briefing:
- The 2023 Macro ETF Portfolio
The 2023 Macro ETF Portfolio
- The two main forces driving global macro and markets are the rate of change of (nominal) growth and the monetary policy stance.
- Real-economy money creation and leading macro indicators inform us on the path ahead for economic growth.
- Financial money creation and risk-free real yields are key to understand the Central Bank stance and its implications for markets.
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