October 2024
The promise of AI (and other reasons for optimism)
Describes how global policy divergence and other macro-drivers of large-scale Yen depreciation are still intact, but...
The Taiwan related tension may not go away quickly with the upcoming quinquennial transition in China and US mid-term...
This note details our latest analysis of prolonged food price shocks and their impact on macro and investments.
The history of bear markets makes for gloomy reading. However, this brief note focuses on what we might expect once the...
The state of global supply chains are widely seen as heavily influenced by developments in China. jackpotjoy bingo While it is true that...
In this third note of three, we review the arguments behind these opposing views in the previous two, in the hope to...
In the first note in a series of three on QT we argued that QT will most likely contribute to a flattening of the yield...
We have written extensively on our expectations for future rate hikes and the peak in US rates. In this paper, the...
We believe the possibility of a recession in the US over the coming two to three years is increasing. As such, we take...
MARK-487914-2024-01-24