Welcome Back! Here's What Moved While You Were Away.

Welcome back from the summer break. In our view, what moved in your absence isn't seven unrelated headlines but one connected regime shift, spanning AI, energy and food, central bank independence, the dollar, and geopolitics and we've pulled it all together in the attached client briefing, along with how we're currently positioned. 

Best regards,

David and The Quantum Strategy & Geonomics Team

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