Every week, we tell hedge funds what to look out for and how we trade the world of macro. Now, we’re sharing that with you — in a simple and concise fashion. This is a must-read for those who want to thrive in markets. In this week’s edition, Andreas Steno Larsen and Oskar Vardal update readers on the standings of their portfolio and why the first part of the year will be focused on two themes: growth and inflation in the US and getting China right. Written on January 10, 2025.
