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Seven important macro themes

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Seven important macro themes

Macro themes that deserve your attention. Estimated reading time: 15 minutes

Michael Fritzell
Jun 19, 2022
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Seven important macro themes

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Summary

  1. The war in Ukraine will continue to put pressure on commodity prices

  2. “Commodity countries” will benefit from rising prices

  3. Inflation will force central banks to act, at least in the US and India

  4. A new “Bamboo Curtain” might be erected

  5. …

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