Europe
Stagflation Complicates The ECB’s Task…
Listen to a short summary of this report. Executive Summary The Number Of Babies Born In China Has Fallen By Close To 30% Since 2019
The Number Of Babies Born In China Has…
Executive Summary German GeoRisk Indicator
German GeoRisk Indicator…
Dear Client, This week, we present our inaugural report on ESG investing and the global energy transition. Henceforth, we will be publishing this research on the last Thursday of every month. Our principal ESG focus will be on the Environmental aspects of…
The Riksbank’s U-Turn…
Highlights All four of our US Equity indicators are currently pointing in a bearish direction. Our Monetary Indicator has fallen to a three decade low, our Technical Indicator has broken into negative territory, our Valuation Indicator still signals…
Highlights Several factors point to both an improvement and a deterioration in economic and financial market conditions, underscoring that the 6- to 12-month investment outlook is unavoidably uncertain. On the one hand, the US will likely avoid a…
Europe’s Economy Is Too Fragile To Handle Higher Interest Rates…
Executive Summary Summarizing Our Main Investment Themes In One Chart
Summarizing Our Main Investment Themes In One Chart…
Macron Secures A Second Term…