While economic data hasn’t been as strong as one would have hoped for, there are plenty of signs that risk assets and equities in general will do well in the coming time, which brings hot inflation prints and higher liquidity. Macro is interesting as always! To read...
Do we have peace or don’t we? What going on in Gaza and what game is Israel and Hamas playing? Plus: What is the strategy behind Xi Jinping’s European tour? To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan....
Will central banks continue to hawk up the rhetoric relative to market expectations? We look at the BoE and the Riksbank alongside Japanese wage numbers here. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a...
We have compiled assets across equities, FX and commodities into a Trump and Biden basket, with each basket containing assets that we believe are set to gain from either Trump or Biden. YTD Trump is in the lead and well in the green while Biden is bleeding. While...
The recession narrative has returned after a series of weak PMIs. Betting against the returning recession hysteria has been a profitable strategy since April-2020, but will it be so again this time? Hallelujah! To read the full article, sign up for a 14-day FREE trial...
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