Articles I’m reading KKR published their usual decks (Global Macro Trends) that are always filled with brilliant content and charts, and they highlighted the following points: Bumpy, but faster growth Now as worried about a lower US saving rate signalling an overextended consumer Bigger regional differences in interest rates. In the US, what’s the rush? Better EPS, […]

source: https://thefinance.sg/2024/07/30/july-2024-musings-early-stage-of-business-cycle-myth-of-deglobalisation-implications-of-a-trump-presidency/