India at the centre: the verdict of Unhedged and Chartbook
India’s geopolitical and economic pull is growing Good morning. This is the…
A whiff of bad inflation news
And the Treasury basis trade scare story Good morning. Markets took one…
This inscrutable economic cycle
Sectoral disruptions mean old patterns needn’t apply Good morning. Birkenstock’s IPO filing…
The Goldilocks equilibrium
And industrials’ strong performance Good morning. You write one little newsletter about…
