Economic Cycle Insights
Global PMIs are showing signs of decline, yet this may indicate mid-cycle economic issues rather than a late-cycle downturn. The Fed's gradual approach to policy changes highlights the importance of their communications, while global corporations demonstrate resilience and sophistication in managing their operations. This disconnect suggests that the US economy could be in a mid-cycle phase, presenting potential opportunities for investors willing to reassess the current landscape.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
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