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Macro Strategy · June 6, 2026

Economic Outlook, Q4 2026 to Q1 2027

A detailed read across growth, the job market, currencies, bonds, real estate, equities, and digital assets, with a candid view on whether the stock market is overbought.

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Macro Strategy · June 6, 2026

Where Opportunity Lies in the Middle East as Geopolitics Reshape the Region

As regional tensions redraw capital flows, a window is opening for patient investors in distressed and dislocated assets across the Middle East.

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