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I increasingly believe that to invest in today’s markets, one needs a macroeconomic framework.
I increasingly believe that to invest in today’s markets, one needs a macroeconomic framework.
As Keir Starmer and Ed Miliband return from COP30 in Brazil, I wanted to take a look at the UK’s energy policy amid a global backdrop suggesting the world is turning away from net-zero absolutism towards more human-centric policy options.
Is the so-called debasement trade over? Have we just seen another FOMO driven momentum bubble hit a blowout top?