China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term
Morgan Stanley Fixed-Global Macro Strategist The Eyewall of the Storm-.pdf
China Macro Monitor: A nonlinear recovery
Recovery is delayed due to macro issues
Europe and Central Asia Macro Poverty Outlook
China Macro Monitor: Recovery momentum weakened
–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business
Global_Macro_Thoughts_An_inexorable_melt_up
cRPO growth moderating on macro headwind
Global Macro Commentary June 18
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