CEO House View | Seeing Through the Trump Distractions: Back to Fundamentals in H2 2025 Dear all, We’ve just wrapped up a dramatic first half of the year. Global equity... Rachel Chen on CEO HouseView 27 Jun 2025 Save
CEO House View | Why Tariffs Won’t Bite, Treasuries Aren’t Doomed, & the Dollar Still Rules Dear all, Global equity markets rose almost universally in May, with the S&P... Rachel Chen on CEO HouseView 28 May 2025 Save
CEO House View | Is the Bull Market Really Back? 3 Key Signals to Watch Dear all, Since Trump introduced reciprocal tariffs, global markets have experie... Rachel Chen 2 May 2025 Save
CEO House View | A Month of Market Divergence: What’s Trump’s Endgame? Dear all, Global equity markets saw a marked divergence in March, with markets... Rachel Chen on CEO HouseView 1 Apr 2025 Save
CEO House View | Tariff Risks and Ceasefire Hopes: Three Forces Shaping the Market Outlook Dear all, In February, global equity markets saw a shift as previously underper... Rachel Chen 4 Mar 2025 Save
CEO House View | Will DeepSeek or Trump’s Tariffs Derail Market Momentum? Dear all, Global stock markets largely held steady over the past few weeks, wit... Rachel Chen on CEO HouseView 5 Feb 2025 Save
CEO House View | Global Economic Diagnosis for 2025 Dear all, Happy New Year! In the very first CEO House View article for 2025,... Rachel Chen 6 Jan 2025 Save
MacroMicro's 9th Anniversary | Letter from the CEO Dear Friends of MacroMicro, As the year comes to a close, I’m thrilled we’ve s... Read All Rachel Chen 31 Dec 2024 Save
CEO House View | 2024 Year in Review: Key Trends & Market Performance Recap Dear all, As the year-end approaches, I want to start by saying we pleased to be... Read All Rachel Chen 6 Dec 2024 Save
Is Correction Risk Rising? Our Latest Views on the Manufacturing Cycle Dear all, Global equity markets delivered mixed performance in October. After a... Read All Rachel Chen on CEO HouseView 6 Nov 2024 Save