Macro Strategy Insights

Meandering Through the Narratives

Today, we will briefly run through the narratives that are driving markets and shaping the economy. We had the opportunity to discuss many of these during the first ½ hour of Bloomberg Surveillance on Wednesday morning. Academy also published our monthly Around the World Podcast (also on iTunes and Spotify), focused on a range of key geopolitical issues facing us all. This dovetailed well with the “print edition” of Around the World with Academy Securities. The i-Shaped Economy We had some interesting discussions around last weekend’s What Shape is the Economy? There seems to be agreement that “little i” represents ... Meandering Through the Narratives

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