Macro Matters

Macroeconomic

Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.

Key takeaways


01 The second half of 2022 may look like the reverse of the first half


02 Growth has slowed materially and may have further to fall before it rebounds


03 Although inflation is at a high level, some components of the consumer basket could shift to deflation

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