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Thematic reports

Macro update for the 2nd quarter of 2024

Listening time: 25 mins

,   and  Michael Fritzell
1 min read

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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