Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content

The Human Steepener
 Our GeoMacro strategists published their Alpha Report, outlining their view that President Trump will have to pare back his fiscal ambitions to avoid a bond market riot. The long end of the US bond market continues to sell off,…
Daily Insights by Felix-Antoine Vezina-Poirier
Key Views 2025: The Year Of Change
Special Report For our last publication of the year, we explore five key themes that will dominate the European macro landscape and markets next year. While the start of 2025 will be challenging for European assets, the latter part will offer some…
European Investment Strategy by Mathieu Savary
This Trump Is Different: Three Geopolitical Views For 2025
  Our Geopolitical Strategy team published their annual outlook, and see three trends shaping 2025.   First, Congress is expected to pass tax cuts by the end of 2025, providing a fiscal thrust of 0.9% of GDP in 2026.…
Daily Insights
O Canada
Special Report A change in government is the likeliest outcome of the next election, but the pre-election period will be stretched to ensure that the recently announced stimulus trickles down to voters. The next Prime Minister must face President…
Geopolitical Strategy by Jesse Anak Kuri
Europe: A New Hope?
Investors have given up on European assets, which now suffer exceptional discounts to US ones. However, tighter US fiscal policy, the end of Europe’s austerity and deleveraging, the LNG Tsunami about to hit European shores, and the…
GeoMacro Strategy, European Investment Strategy, Private Markets & Alternatives by Mathieu Savary, Marko Papic
Europe: A New Hope?
Special Report Investors have given up on European assets, which now suffer exceptional discounts to US ones. However, tighter US fiscal policy, the end of Europe’s austerity and deleveraging, the LNG Tsunami about to hit European shores, and the…
European Investment Strategy by Mathieu Savary, Marko Papic
O Canada
  As 2024 closes out a busy electoral calendar for North America, our Geopolitical strategists look at Canada, where an election will be held by October 2025.  Canada is poised for a likely change in leadership next year.…
Daily Insights
f_image_20241114_102013.PNG
Trump 2.0: Early Signals
Special Report Investors are overstating the positive fiscal impact of the Trump presidency. The bond market will have something to say about the scope for further deficit expansion via tax cuts. As such, the trade after the trade of the Trump 2.0…
GeoMacro Strategy, Geopolitical Strategy, US Political Strategy by Marko Papic
f_image_20241111_174013.PNG
Trump's Historic Comeback: What Catches Our Eye
Special Report Trump’s resounding victory brings a popular mandate that ensures deregulation and higher trade tariffs. Higher budget deficit and immigration reform are also in the cards as the Republicans look like they may squeak a thin margin in…
Geopolitical Strategy by Matt Gertken
f_image_20241111_174326.PNG
Trump’s Historic Comeback: What Catches Our Eye
Special Report Trump’s resounding victory brings a popular mandate that ensures deregulation and higher trade tariffs. Higher budget deficit and immigration reform are also in the cards as the Republicans look like they may squeak a thin margin in…
US Political Strategy by Matt Gertken

Related Topics

Cyber Security Diplomacy/Foreign Relations Domestic Politics Economic Sanctions Inequality Mid East Conflict Populism/Inequality Secession/Breakup Social Unrest See more Topics Terrorism See more Topics