globalmacro Archives - Running Point

globalmacro

Michael's CIO (Check-It-Out) Reports, Socioeconomic Perspective

NAVIGATING CROSSCURRENTS—FEELING QUEASY, YET?

March 25, 2025

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Investment Philosophy, Media & Press, Socioeconomic Perspective

Asharq Business News with Bloomberg: Markets, Consumer Sentiment, Tech, China, and the Fed’s preferred inflation metric

February 24, 2025

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Media & Press

Bloomberg News: Zimbabwe’s Currency

March 22, 2024

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Media & Press

Epoch Times: China Exporting Deflation

March 1, 2024

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Investment Philosophy, Media & Press

Epoch Times: China Buys Equities

February 27, 2024

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Investment Philosophy, Media & Press

Reuters: China’s Investment Outlook

February 5, 2024

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Media & Press, Socioeconomic Perspective

Asharq Business News with Bloomberg: Expectations of a Rate Cut May Stimulate Stocks in 2024

December 25, 2023

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Investment Philosophy, Media & Press, Socioeconomic Perspective

International Business Times: Salesforce Earnings

November 30, 2023

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Investment Philosophy, Media & Press, Socioeconomic Perspective

International Business Times: Will the Rally Last?

November 6, 2023

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Investment Philosophy, Media & Press

Reuters: Rethinking foreign linked securities

August 13, 2023

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Investment Philosophy, Media & Press

Reuters: Investing in China

August 10, 2023

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Media & Press, Socioeconomic Perspective

NIKKEI: Kazuo Ueda and the Bank of Japan

February 11, 2023

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