Monday Macro – what next for UK rates, two nations two economies, and woes of the Eurozone

Plus, why European tech firms can’t ignore the AI bubble? And adventurous investor readers are super bullish on Kamala.

Summer is finally over (though we might get an India late summer this week), which means we’re back to the thrice-weekly letters. Please note, though, that I am away, in lovely Venice, for the week commencing Monday, September 30th, and there will be no letters that week.

Poll results – Harris to win!

At the beginning of this month (September 2nd), I aske…