Bumper weekly report : Monday Macro, Investment ideas and links all in one

This week I’m reverting to a single report as I have a nightmarish few days ahead! Back to normal business next week. So Macro, Ideas and Links in one…time for US markets to underperform?

Macro Stories:Short dollar

Early in the New Year, I’ll be running through my main calls for the coming year! Spoiler alert - one of those will be a weakening of the dollar, which is already happening. The logic here is simple. Although the US Fed will carry on increasing interest rates until they hit 5% or even 5.5%, it’ll be other developed nations play…