Deus ex Machina Tag

The Deus ex Machina Scenario

19 Aug, by Steven Vannelli, CFA in Economy, Markets, News

Given all the confusion in the world around COVID, supply chains, inflation dynamics and war, there are lots of potential externalities that could resolve themselves unexpectedly. We call this the Deus ex Machina scenario. Our analysis follows in our Mid-Quarter Update. Prefer to download this presentation in...