Mitesh Parikh shares his market outlook heading into the end of March, highlighting rate expectations, energy dynamics, and AI‑driven capital flows.
Read MoreCategory: Macro Outlook
Macro Observations By Mitesh Parikh CoHead of Discretionary Macro Fixed Income
Mitesh Parikh examines how AI‑driven capital investment is reshaping the neutral rate, inflation dynamics, the dollar and market valuations, arguing that the next two years will be defined by a higher‑for‑longer r‑star.
Read MoreMacro Observations By Mitesh Parikh CoHead of Discretionary Macro Fixed Income
Mitesh Parikh examines why equilibrium rates may settle higher, the impact of energy disruptions, AI‑driven capital allocation and upcoming central‑bank decisions on the macro landscape.
Read More