Quarterly Letter – Q2 2024: Economy on track. Politics?
July 26, 2024
Markets were calm in Q2. The political scene was not.
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July 26, 2024
Markets were calm in Q2. The political scene was not.
July 12, 2024
We are only half way through July. But already much has changed. On the economy, there is now more clarity. Rate cuts are coming in the US, most likely in September.