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Transcript
Chapters
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Founding Exante Data: Advising CIOs on Broad Macro Strategy
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Current U.S. Economic Environment
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Economic Impact of Slow Vaccine Rollout in Europe & Emerging Markets
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The Reflation Trade
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Inflation Data is Key
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The Death of Bonds
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Global Macro Impact of U.S. Stimulus Package
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A New Bretton Woods Moment
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Global Recovery Timeline
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Broad Trend of The U.S. dollar
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Twin Deficits in The U.S.
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Emerging Markets Recovery Timeline
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Trade Ideas: How to Substitute Bond Portfolios