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August 31, 2023
Last week, leaders from leaders from Brazil, Russia, India, China, and South Africa – formally known as the “BRICS” – assembled in Johannesburg for a (until very recently) largely overlooked three-day summit to discuss expanding the bloc’s membership and moving away from US-dollar dominance. The outcome of the meeting was a major milestone for the otherwise economically and politically disparate group.
Quarterly Letter – Q2 2023: Approaching the Peak
July 21, 2023
What a difference a year can make. This time last year, the Federal Reserve kicked off a tightening cycle that became one of the steepest on record. Recession fears abounded. Equities plunged. But Q2-2023 saw the first pause in that tightening cycle, indicating we are nearing the peak in interest rates. And hopes crept up that the US might escape a recession.