Thank You Thank you for submitting the form, we’ll reach out to you with further details about your trial. Latest Research Oct 6, 2026 The FOMC Is Targeting… Geopolitics GeoMacro Strategy by Marko Papic, Katia Shtrevensky Image Long-dated bond yields rose another 48 bps since our last missive, quite a move in just a month. And yet, equities have remained resilient. This suggests that the move in bond yields is due to sanguin… Oct 6, 2026 Brazil: Political Ambitions Will Meet Economic Reality by Max Malakhveitchouk, Arthur Budaghyan, Matt Gertken Image The most bullish development for Brazil from the weekend’s elections was not the higher odds of a right-wing presidency, but the likely president’s (Flávio Bolsonaro) stronghold in Congress. Upgrade B… Oct 5, 2026 Mapping The Point Where Stocks And Bonds Could Collide US Investment Strategy by Doug Peta Image Rising rates don’t halt bull markets but real yields exceeding the economy’s potential long-run growth rate could. That relative level could lead to a stock-bond collision if it persisted long enough…
