Macro Eagle’s September Review and The Big Picture (5 min read)
If you need to catch up on what happened over September (and that was a lot), Macro Hive just published a great wrap-up piece, so now we can focus on joining the dots.
Let’s start with our big picture view that the unequal distribution of growth over the past decades is leading to the obvious political reaction whereby Western politics moves economically left (interventionist state/fiscal policy) and politically right (“nation first”) with the “establishment” getting targeted from both sides.
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