Inflation/Deflation
Mexico And Brazil: Inflation And Macro Paths Diverge…
In this Q4 Strategy Outlook, we discuss where we stand on our recession call, the outlook for stocks and bonds in various scenarios, why investors are misunderstanding the impact of AI on corporate profits, whether the US dollar has entered a structural downtrend, our perspective on the yen, gold and other commodities, and much more.
SNB’s Fine Line Between Intervention And Manipulation…
Our Portfolio Allocation Summary for October 2025.
ISM Beat Hides Weak New Orders And Hiring…
JOLTS Data Confirm Loosening Labor Market…
Mexico: Ride The Bond Train…
US Consumption Resilient But Fragile As Savings Erode…
Watch Out For… Good News?…
Hotter CPI Validates RBA Caution, ACGBs Still Unattractive…