Thoughts From The Divide: How To Know
“Once again… we’ve had a year-end projection for inflation… kind of fallen apart” Ah! The start of the new year. The new calendar offers so
January 7, 2025
“Once again… we’ve had a year-end projection for inflation… kind of fallen apart” Ah! The start of the new year. The new calendar offers so
This is the latest summary piece of a series that we anticipate becoming a regular feature of our work. We will only send it periodically or when some important inflection point has been reached, which necessitates reassessing either our cyclical or tactical thoughts on markets. The secular is unlikely to change much, but we will comment on confirmatory or contradictory developments where appropriate.