Monday Macro: Bumper crystal ball time, plus the US equity bulls are still rampaging

Running through a gaggle of forecasts from the big institutions for 2025

Dec 16, 2024

∙ Paid

Programming note: Next week (Xmas week) and New Year's week (the week after) will consist of weekly notes, with regular service resuming on Monday 6th, January, for one week. There will be no letters the week after (the week commencing 13^th January) as I’m away on a business trip to Vietnam.

Next week, I’ll review 2024, including some investment ideas. T…

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