https://www.oaktreecapital.com/insights/memo/sea-change
Howard Marks has been one of the investors I have followed for quite some time. Shares all of his learnings through these memos. This recent memo is on point with what is happening macroeconomically. It is simply put and shares a lot about how Oaktree is looking the current state of affairs. Talks about possible fed actions, and road ahead. Dont want to do a TL;DR, the post is too good to not read in its entirety.