Economic Growth
Euro Area Earnings Likely To Disappoint By A Wide Margin…
Consumption’s Historical Resilience Ahead Of Recessions…
Aggregate US Economic Data Point To Cooling Activity…
As Trump’s victory odds rise, the underperformance of European equities deepens. How negative would a global trade war be for European assets?
Investors should overweight US assets and de-risk their portfolios in anticipation of a major increase in policy uncertainty and geopolitical risk surrounding the US election and its global ramifications.
Will Private Investment Save Growth…
The Parable Of The Volcano…
The Beige Book Reinforces That US Activity Is Decelerating…
A User's Guide To GeoMacro…
China's Q2 Economic Growth Disappoints…