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H2 Macro Outlook Updates - August 2023

Shivam Jain, CFA

Dear Readers,


Hope you are all doing well. Here's an update on some of the macro aspects covered in my previous posts. There have been some significant macro events over the last few weeks so wanted to share my thoughts on those.


A full PDF is attached here:



Let me know your thoughts on these macro events. Happy reading!


Regards,

Shivam Jain



Disclaimers:

  • The information provided in this content is for educational purposes only and should not be considered as financial or investment advice. I am not a registered investment advisor and do not provide personalized investment recommendations or guidance.

  • Please consult with a qualified financial professional before making any investment decisions.

  • The views and opinions expressed in this content are my own and do not necessarily reflect the views of my employer. The content is intended to share educational insights and general information related to investments and macroeconomic trends. It should not be interpreted as official statements or representations from my employer.

  • Any references to specific investment products, services, companies, or strategies in this content are for illustrative purposes only and should not be considered as endorsements or recommendations. You should conduct your own research and due diligence before considering any investment opportunities.

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