Monday Macro : H1 review plus some mid year crystal ball gazing
We spin through some of the midyear prognosticating by the big institutions. By and large they are, surprise, surprise, cautiously optimistic! AI is still a big theme.
Programming note: As we head into the summer, I’ll be taking a few weeks off or switching to weekly notes (through to the end of August). Next week (w/c 14th July) I’m off until Friday but I will be sending out a Links letter as usual at the end of next week. After that, I’ll be switching to a weekly note.
H1 review
Ok so we’re halfway through the year – …
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