CEO House View | Employment Risks × AI Boom: Fragility and Momentum in the Global Economy! Dear all, In September, the Federal Reserve delivered what we at MacroMicro had... Rachel Chen on CEO HouseView 1 Oct 2025 Save
CEO House View | Global Rally, Narrow Foundations—Can AI & Fed Policy Sustain the Upswing? Dear all, Global equities continued their gradual climb to new highs this month... Rachel Chen on CEO HouseView 28 Aug 2025 Save
CEO House View | Trump Sounds the Horn for the Second Half—The Global Struggle for Hegemony Begins! Dear all, Tariffs have once again been extended, and the US has stepped up trade... Rachel Chen on CEO HouseView 31 Jul 2025 Save
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 | 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 | 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
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
CEO House View | Fed Kicks Off Easing Cycle, How Long Will the Liquidity Effect Last? Dear all, September saw extended rallies across stocks, bonds, and gold. The S... Rachel Chen on CEO HouseView 2 Oct 2024 Save
CEO House View | Market Sensitivity Is Up, Time to Adjust Your Allocation Strategy Dear all, Global markets experienced a volatile month, dipping sharply in early... Rachel Chen on CEO HouseView 4 Sep 2024 Save
