The bitcoin ETFs are breaking several records. The Ishares Bitcoin Trust (IBIT) from Blackrock is closing in on $20 billion in assets, surpassing ETF heavy weights like Ishares MSCI Emerging Markets (EEM), Ishares Japan (EWJ) and…
Europe credit flows are stabilizing, hence a major drag on the region’s growth will dissipate. What does this development imply for European equities?
In this report, we review our trade recommendations based on incoming data in the last month.
The analysis of complexity is a massive competitive advantage in investing, and from today, clients will be able to monitor the complexities of the world’s 17 major investments on our webpage in real-time.
The equity rally extended into March as hard landing outcome was priced out. It has broadened, as money flowed into less over-loved pockets of the market. Our models signal that margins are about to stabilize, and earnings growth…
In this Insight, we continue our series of reports outlining investment frameworks for inflation-linked bonds in the developed markets, this time focusing on Japan. Our Japanese Inflation-Linked Golden Rule suggests that investors…
Our US Beige Book monitor – which we use to gauge changes in the language of the Fed’s report – continues to signal lackluster US economic conditions. Historically, the monitor has closely tracked real GDP…
After briefly weakening in January, AUD/CAD has once again been moving higher over the past few weeks. Indeed, BCA’s Intermediate Term Technical Indicator is back to neutral from overbought territory, paving the way for…
The British pound is the best performing G10 currency so far this year, gaining 0.7% vis-à-vis the US dollar. The outperformance of sterling over the past month coincides with an increase in Citigroup’s UK economic…
