UPCOMING EVENTS: China’s Structural Downturn - 04/10/2023, Thailand: How long will this New Government Last? - 04/10/2023, Summers, Lagarde, Powell – 3 Dramatic Transformations… But Do They Go Far Enough? - 05/10/2023, IRF lunch - China Stimulus to Shift from Talk to Funding - 11/10/2023, Japanese Equity Stock Ideas and Strategy - 12/10/2023, Are restrictive Rates Finally In Reach? - 12/10/2023, Italy Macro and Politics - Reviewing Meloni’s 1st year and what to expect going forward? - 17/10/2023, Global Macro Insights through Systematic Top-down Analysis with Trade Ideas - 14/11/2023,

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