Each Monday, we cover the week ahead in macro, which events to look out for, how they affect asset prices, and how we expect the week to play out macro-wise. In the first edition of 2025, Andreas Steno Larsen and Ulrik Simmelholt break down interesting opportunities in equities and commodities, give an update on the fixed-income trade, and analyze the significance of this week’s data releases. Written on January 6, 2025
