Monday Macro – Rising Rates (again), Emerging markets and Peak Obesity Hype
Plus, why the new drugs tackling obesity spells bad news for fast food purveyors
In this week's Monday Macro roundup
- Rates could still go higher
- The coming liquidity splurge as the Fed floods the market
- Watch out for zombies defaulting
- There’s still a slowdown coming, probably
- Investor positioning is drifting lower again
- High oil prices are bad for India but China looks in slightly better shape
- Emerging markets investors are still confident, just…
- The Obesity hype cycle – are we past peak hype
- New drugs are bad news for junk food purveyors – the market reacts
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