In our first podcast, UBS and Goldman Sachs Asset Management give their bullish take on the world. Both expect higher equities and yields over the next year. The former Bank of England governor Mervyn King is less optimistic. In an IMF podcast, he makes the case for secular stagnation and ongoing growth drags from trade uncertainty…
This article is only available to Macro Hive subscribers. Sign-up to receive world-class macro analysis with a daily curated newsletter, podcast, original content from award-winning researchers, cross market strategy, equity insights, trade ideas, crypto flow frameworks, academic paper summaries, explanation and analysis of market-moving events, community investor chat room, and more.