Macro Strategy Insights

The Fed, Compute Spend, & The Middle East

If you missed this week’s Around The World, it makes for great reading while waiting for the Fed decision and presser later today. Iran, the Houthis & Saudis, Cuba, Russia/Ukraine, Ethiopia and Eritrea (that’s a new one), and the Trump/Xi meeting at APEC are all covered. Since we started with the Geopolitical side, results so far out of Israel show Netanyahu with a lead. Not enough to form a majority, but enough that he could be given a mandate to try to form a coalition government. This is important, as Academy’s Geopolitical Intelligence Group believes Netanyahu is more “all-in” than ... The Fed, Compute Spend, & The Middle East

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