Slowing Growth + Elevated Recession Risk + Range Bound Financial Conditions Means More Focus on Internals and Themes Dennis DeBusschere December 15, 2022 8:29 AM
US-CHINA: Delisting risks are falling, but broader tensions remain high Michael Hirson December 15, 2022 7:17 AM
Seen enough. He pre-announces basically that pace slows to 25, but he is otherwise and on balance net hawkish, clearly. Gerard MacDonell December 14, 2022 3:00 PM