Macro Thoughts

Navigating markets, policy, and the global economy - Nohshad Shah's incisive take on the macro landscape

Stocks – On the Button, Yet Again

Stocks – On the Button, Yet Again

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Do the Fundamentals Matter?

Do the Fundamentals Matter?

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Fed Independence is Sacrosanct for Markets

Fed Independence is Sacrosanct for Markets

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Cuts on the Table, Despite the Outlook

Cuts on the Table, Despite the Outlook

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Inflation, Remember?

Inflation, Remember?

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Forward Trajectory > Spot

Forward Trajectory > Spot

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