Currencies
Swiss KOF Sends A Negative Signal For Eurozone Risk Assets…
Executive Summary Cheap But Challenged
Cheap But Challenged…
Listen to a short summary of this report. Executive Summary A Beacon Of Hope For AUD
A Beacon Of Hope For AUD…
Highlights The risk of a US recession has increased sharply over the past several months. We have not yet concluded that a recession over the coming year is inevitable, but substantial (further) supply-side and pandemic-related disinflation is likely…
Highlights The odds of a Goldilocks outcome for the US economy increased somewhat in August, but the risks of a US recession over the coming year remain quite elevated. We continue to recommend that investors stay neutrally positioned towards equities…
Executive Summary US Companies Will Attempt To Raise Selling Prices To Protect Their Profit Margins
US Companies Will Attempt To Raise Selling Prices To Protect Their Profit Margins…
EUR/USD Continues To Face Near-Term Headwinds…
Further Downside For The Yuan…
Listen to a short summary of this report. Executive Summary Euro Bulls Are Evaporating
Euro Bulls Are Evaporating…
Listen to a short summary of this report. Executive Summary Back From The Future: An Investor’s Almanac
Dispatches From The Future: From Goldilocks To President DeSantis…