PACE 360

Our latest Macro Insights explores how a paused Federal Reserve, widening US fiscal deficits and a weakening dollar are raising concerns around US policy credibility. With inflation still elevated and government borrowing putting pressure on Treasury yields and fiscal sustainability, the resilience of equities contrasts with growing stress across bond and currency markets. The upcoming September 15–16 FOMC meeting could be a key decision point, with a hawkish hold or surprise hike potentially keeping rate and currency volatility elevated. Read the latest Macro Insights by Amit Goel, Co-Founder & Chief Global Strategist at PACE 360, as we examine what rising bond yields, a weaker dollar and the expanding AI boom could mean for the US and global economy. SEBI Registration Details: https://lnkd.in/gPUVHNSx #MacroInsights #USEconomy #FederalReserve #USMarkets #GlobalEconomy #PACE360

At PACE 360, we believe in nurturing young talent through mentorship, practical exposure, and knowledge sharing, while helping them build a deeper understanding of global economics and financial markets. We are pleased to share that Simran Malik, from Ashoka University, has completed her internship as a Research Intern at PACE 360. Her experience provided valuable exposure to global economics, credit markets, and the interconnectedness of markets, industries, and countries. We wish her continued success as she takes the next steps in her academic and professional journey. #Mentorship #KnowledgeSharing #FinancialMarkets #Learning #FutureLeaders

Discover the Q3 2026 UHNW Events Calendar — a curated selection of the world’s most distinguished gatherings across sport, art, business, culture, and fashion. From iconic sporting events to exclusive cultural and luxury experiences, Q3 brings together a calendar designed for meaningful connections, exceptional experiences, and unforgettable moments. Explore the events shaping the season and discover where the world’s most influential communities come together.

Our latest Macro Insights explores how blue-collar job losses are reshaping the US labour market and widening the gap in wage growth. With employment weakening across manufacturing, construction, transportation and other blue-collar sectors, wage growth for lower-income households has fallen sharply, while higher-income wage growth has continued to accelerate. This growing divergence could have broader implications for consumer spending and the US economic cycle. Read the latest Macro Insights by Amit Goel, Founder, PACE 360, as we examine the structural shifts behind America’s widening wage gap and what they could mean for the US and global economy. SEBI Registration Details: https://lnkd.in/gPUVHNSx #MacroInsights #USEconomy #LabourMarket #WageGrowth #ConsumerSpending #PACE360

At PACE 360, we believe in nurturing young talent through mentorship, practical exposure, and knowledge sharing, while helping them build a deeper understanding of financial markets and investment management. We are pleased to share that Aradhya Madan, of Shri Ram College of Commerce (SRCC) , University of Delhi, has completed her internship with the Research and Fund Management team at PACE 360. Her work provided valuable hands-on exposure to credit markets, research, and the process of translating macroeconomic trends into investment decisions. We wish her continued success as she takes the next steps in her academic and professional journey. #Mentorship #KnowledgeSharing #FinancialMarkets #Learning #FutureLeaders

In a recent conversation with Manisha Gupta on CNBC_Awaaz, Amit Goel, Founder, PACE 360, shared his outlook on gold, silver, global equities and the broader macro cycle. The discussion covered the current range-bound movement in precious metals, the evolving global economic cycle, and why sovereign government bonds could emerge as a key asset class over the next two years. Watch the full conversation for Amit Goel’s perspective on what could shape global markets and asset allocation ahead. PACE 360 | CNBC SEBI Registration Details: https://lnkd.in/gPUVHNSx #CNBCAwaaz #MacroInsights #GlobalMarkets #PACE360

While India is often considered relatively under-leveraged, looking beyond mortgages reveals a different picture. Non-housing borrowing has been rising, with personal loans, consumer credit and gold loans becoming an increasingly important part of household debt. The bigger concern is the shift toward consumption-led borrowing at a time when wage growth and household savings remain under pressure. This could become an important macro risk if household financial buffers weaken further. Read our latest Macro Insight by Amit Goel, Founder, PACE 360, as we examine the changing structure of Indian household debt and what it could mean for the economy ahead. SEBI Registration Details: https://lnkd.in/gPUVHNSx #MacroInsights #IndianEconomy #HouseholdDebt #IndiaGrowth #EconomicOutlook #PACE360

Today, we honour the sacrifices of our freedom fighters and celebrate the indomitable spirit of a nation that continues to move forward with courage, resilience, and ambition. At PACE 360, we remain committed to contributing to India’s growth story through responsible stewardship of capital, long-term thinking, and a mission to create lasting value for the nation and its people. Wishing everyone a proud and prosperous Independence Day. Jai Hind! 🇮🇳 #IndependenceDay #IndiaAt79 #IndomitableSpirit #JaiHind #ProudIndian #PACE360

Indian equities have seen a strong recovery over the past few months, with small- and mid-cap indices reaching new all-time highs, while the Nifty and Bank Nifty continue to remain below their previous peaks. In a recent conversation with Shailendra Bhatnagar on Business Today, Amit Goel, Founder & Chief Global Strategist at PACE 360, shared his perspective on what is driving this divergence — from stronger earnings growth in small and mid caps to FII flows and continued weakness in the IT sector. A thoughtful discussion on the current market rally, the factors holding large caps back, and what could shape the next phase of Indian equities. SEBI Registration Details: https://lnkd.in/gPUVHNSx #BusinessToday #ShailendraBhatnagar #IndianMarkets #MarketOutlook #MacroInsights #PACE360

Our latest Macro Insights explores how China has built a self-reinforcing ecosystem across renewable energy, manufacturing, and technology. From record installed capacity to overwhelming control of global solar, battery, and wind component production, the data highlights how today's energy investments could shape tomorrow's competitive advantage in AI, industrial growth, and global markets. Read the latest Macro Insights by Amit Goel, Founder, PACE 360, as we examine one of the most significant structural shifts reshaping the global economy. SEBI Registration Details: https://lnkd.in/gPUVHNSx #MacroInsights #RenewableEnergy #China #GlobalEconomy #EnergyTransition #PACE360