Paper Alfa - Macro & More

Paper Alfa - Macro & More

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Paper Alfa - Macro & More
Paper Alfa - Macro & More
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Friday Paper Charts

July 7, 2023

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Paper Alfa
Jul 07, 2023
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Paper Alfa - Macro & More
Paper Alfa - Macro & More
Friday Paper Charts
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The first week of H2 has started with interesting moves both in rates and equity markets.

Higher-for-longer is the prevalent theme. Sticky inflation lingers, rates are tracking higher while there is no credit turbulence in sight, while recession risks are pushed further out.

With markets exhibiting a bit of a gear change, how has this influenced the model, if at all? Let’s dig in ….

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