Broadridge Alternative Investments Ltd. ("Broadridge") is a global macro fund that leverages its expertise in macroeconomic and geopolitical dynamics to navigate global markets through discretionary strategies. This publication shares key insights into the macroeconomic forces shaping economic conditions and their impact on specific asset classes. By analyzing recent market events, Broadridge provides a clearer understanding of the complexities of the global economy, offering a practical framework for evaluating current and future market conditions.