Latest Reports
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The U.S. Labor Market Is Stabilizing
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Weekly Macro Strategy –The Coming Bond Market Riot
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Brazil Equities: Economics Trump Politics
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U.S. Fed Policy: Capitulation
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Widening Contrast In Pressures Facing Central Banks
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Q1 2026 Earnings Season Recap And Outlook: Strong, But Not As Explosive As It Seemed
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Weekly Macro Strategy – Some Stag, But Lots Of (In)flation
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Global Economic Stool: All Legs Are Solid, For Now
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China’s Export Prices: Losing A Key Anchor On Global Inflation
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Does The U.S. Manufacturing Revival Have Legs?
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Weekly Macro Strategy – The U.S. Cost of Living Problem Is Getting Worse
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MRB TradeBook – Risk-On Led By Tech
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Fixed Income – A.I. And Interest Rates
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The Fallout From A Persistent Energy Crisis
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The Implications Of Semiconductors Dominating The Overall Market
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CPI Inflation: Broadening Pressures Provide A Warning
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Asset Allocation Strategy – A Cautious Optimism
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U.S. Equities: The Case For Continued Caution On U.S. Real Estate Stocks
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China: Inflation Is Back
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U.S.: Warsh Is Wrong About Alternative Inflation Signals
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