Weekly Update 10Dec24
Year ahead outlook for 2025. Fed, tariffs, Yields, Credit market...
Weekly Deep Dive 14Nov24
Election Performance, Tariffs, Trade war, China, High Yield and Private Credit...
Weekly Deep Dive 04 Nov 24
Elections , China housing, Defense Stocks, What is priced in Markets?...
Weekly Deep Dive 28Oct24
Election, High Yield Spreads, China Buy backs, Palladium...
Weekly Deep Dive 21Oct24
EPS growth 2025, China stimulus, Yield Curve, EV prices...
Weekly Deep Dive 14 Oct 24
Staples vs Technology Stocks, Data Center energy demand, Equity valuations....
Weekly Deep Dive 4Oct24
China Equities, Tech IPOs, Conflict Middle East....
Weekly Deep Dive 30 Sept 2024
China, OPEC, US labor market...
Weekly Market Update 23Sep24
Central Bank Independence, EV impact on state tax revenue, Fed Funds pricing and Soverign debt restr...
Weekly Update 16 Sep 24
Russia China Trade, Demographics, China's retirement age, Day ahead electricity prices....
Weekly Market Update 09Sep24
EM Inflation, Mexico, Solar PV Prices and Price action into Elections...
Weekly Market Update 26Aug2024
Iron ore and commodity intensity of growth, Loan market shenanigans and HF leverage....
Weekly Market Update 18 Aug 2024
Monkeypox, Alcohol consumption, Drug Shortages, Recession Watch....
Weekly Market Update 16July2024
Trump, Housing Boom, PGM Metals...
Weekly Update 28 July 2024
Japan portfolio flows, S&P 500 dispersion and US economic data....