Marco’s Substack Podcast
The Delayed Collapse: Why a $350 Billion Tariff Tax Guarantees a Global Slowdown and a Permanent Shift in Trade
The Delayed Collapse: Why a $350 Billion Tariff Tax Guarantees a Global Slowdown and a Permanent Shift in Trade
The global economy is currently defined by a central tension: a powerful wave of policy stimulus is clashing with significant headwinds from slowing global trade and rising protectionism.
Marco’s Substack Podcast
Economics, finance and geopolitical developments are all interconncted, We Will write about that plus a lot of themes from our investment ideas and what we do with our clients money
Economics, finance and geopolitical developments are all interconncted, We Will write about that plus a lot of themes from our investment ideas and what we do with our clients money
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Marco
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