Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.
The macro evidence suggests we are at a major turning point.
It’s the sort of thing that could precipitate a reversal in the relative performance of commodities versus stocks.
On its own, the stock market already looks primed for a major shift in trend…
…especially if the economy is headed for something harder than a soft landing.
But other markets that have already priced in such an environment may be better positioned to benefit from the shifting macro winds.
