EPB Macro does an excellent job of summarizing key trends in economic and market data. The latest Monthly Cyclical Trends Update: October 2022 is out today for subscribers only, but Eric has generously allowed me to share the video overview with my readers below. Twenty-one minutes worth watching.
The [Monthly Cyclical Trends Update] is a once-per-month, detailed analysis of the coming trends in economic growth with a discussion of asset class performance, thematic portfolio strategy, and positioning ideas.
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