Currencies
Contradictory Signals From EM Asia Stocks And FX…
Highlights We now recommend that investors maintain a neutral stance towards stocks versus bonds in a global multi-asset portfolio. We also recommend that investors increase their allocation to government bonds within a global fixed income portfolio (to…
Executive Summary There has never been a modern era recession or sharp slowdown in which the oil price did not collapse. In a recession, the massive destruction of oil demand always overwhelms a tight supply. Across the last six recessions, the median…
Executive Summary Russia Squeezes EU Natural Gas
Russia Squeezes EU Natural Gas…
The Swiss Franc As An Inflation Hedge…
Executive Summary Biden Can Take Risks With Russia
Third Quarter US Political Outlook: Last Ditch Effort…
Executive Summary Structural Tailwinds For The Franc
Structural Tailwinds For The Franc…
Listen to a short summary of this report. Executive Summary Higher Real Yields Have Weighed On Equity Valuations
Higher Real Yields Have Weighed On Equity Valuations…
Cryptos Will Bottom When The Nasdaq Bottoms…
Executive Summary Was FAANGM A Bubble?
Was FAANGM A Bubble…