Odd Lots
Odd Lots
Luke Kawa on the Macro Situation Right Now
52 minutes Posted Mar 22, 2021 at 1:00 am.
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Over the last several weeks, we've seen major developments in the macro situation. The vaccine rollout has accelerated. We've gotten a stimulus. The economic outlook has improved. And rates have risen across the curve significantly. So what does the macro picture look like right now, and what is the best framework for thinking through things? On this episode, we speak with Luke Kawa, an Asset Allocation Strategist at UBS Asset Management, about how to understand the current macro picture.