Current themes of focus, part 2

Fidenza Macro · Fidenza Macro · January 26, 2026 at 14:51 · ⏱ 12 min read  | Read on Substack ↗
Summary
This article serves as a continuation of a previous post, where the author plans to discuss their current thematic focuses in the market.
  • •The article is the second part of a series on the author's current themes of focus.
Read time 12 min
Length 12,538 chars
Category macro
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