Mega Themes
Executive Summary Global inflation will peak sometime in the next few months, a process that has likely already begun in the US. This will give policymakers some breathing room to turn less hawkish, a more credible stance given softening global growth…
Listen to a short summary of this report. Executive Summary The Dollar Likes Volatility
The Dollar Likes Volatility…
Executive Summary The Fed, Bank of England (BoE) and Reserve Bank of Australia all hiked rates last week. The BoE, however, signaled a note of caution on future UK growth, given soaring energy prices and plunging consumer and business confidence. …
Listen to a short summary of this report. Executive Summary Global Equities Are More Attractively Valued After The Recent Sell-Off
Global Equities Are More Attractively Valued…
Executive Summary The US Still Dominates Economic Output
The US Still Dominates Economic Output…
In lieu of next week’s report, I will be presenting a webcast titled ‘The 5 Big Mispricings In The Markets Right Now, And How To Profit From Them’. I do hope you can join. Executive Summary Just as the railway timetables set in train the First World…
Executive Summary A True Bond Bear Market, USD-Hedged Or Unhedged
A True Bond Bear Market, USD-Hedged Or Unhedged…
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…
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…
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…