Macro analysis
Americas Macro Economic Analysis - September 2025
🎯 Executive Summary & Economic Thesis Core Economic Thesis US economic environment presents a balanced outlook with moderate growth expectations and manageable risk factors. Economic Ou
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Asia Macro Economic Analysis - September 2025
🎯 Executive Summary & Economic Thesis Core Economic Thesis Asia demonstrates resilient economic expansion with differentiated monetary policy paths creating complex cross-border dynamics ami
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Global Macro Economic Analysis - September 2025
🎯 Executive Summary & Economic Thesis Core Economic Thesis Global economy remains in late-cycle expansion phase with 91% confidence despite 36-month duration, characterized by effective mone
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US Macro Economic Analysis - September 2025
🎯 Executive Summary & Economic Thesis Core Economic Thesis US economy demonstrates exceptional late-cycle resilience with GDP growth accelerating to 2.8% in Q2 2025, outperforming global pee
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Europe Macro Economic Analysis - September 2025
🎯 Executive Summary & Economic Thesis Core Economic Thesis European economic expansion demonstrates robust acceleration with Q2 2025 GDP growth of 0.9% QoQ, driven by successful ECB policy t
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