Quarterly macro outlook and review - Q4 2026

Описание: Quarterly Macro Outlook covers the latest trends in interest rates, inflation, and the labor market, as well as the outlook for equities, crypto, and major commodities.

The Macro Outlook for Q4 2026 is here: https://app.spreadcharts.com/research...

In this video, I review the conclusions and top opportunities presented in the previous Quarterly Macro Outlook on July 1, exactly three months ago.

In the second half of the video, I walk you through part of the new Macro Outlook and explain the latest trends in macroeconomic data.

0:00 - What's in this video
0:49 - Review of the previous Macro outlook (Jul 1st)
11:42 - New trends in macro data (from the new outlook)