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Macro update for the 2nd quarter of 2024

Listening time: 25 mins

Table of Contents

Here’s another quarterly macro update, discussing some of the themes that I’ve been paying attention to in the past few months.

Today’s topics:

  • Positive interest rates in Japan
  • Takeaways from my Hong Kong trip
  • The case for gold
  • Indonesia under Prabowo

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Disclaimer: This article constitutes the author’s personal views and is for entertainment and educational purposes only. It is not to be construed as financial advice in any shape or form. Please do your own research and seek your own advice from a qualified financial advisor. From time to time,

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