Latest Reports
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Impact Of The War On FX Strategy
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EM Equities: War Clouds Mask Persistent Rotation
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MRB Stylized Investment Cycle And Asset Selection (Part II)
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MRB Stylized Investment Cycle Framework (Part I)
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Weekly Macro Strategy – Back On Track?
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U.S. Economy: A Repeat Of 2025?
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Increasing Pressure On U.S. Savings Adds To Treasury Risks
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Further NOK Appreciation Over The CAD
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Asset Allocation Strategy – Timing Is Everything
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U.S. Tech Stocks: Still Not A Bargain
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Inflation Expectations Finally Start To Awaken
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Weekly Macro Strategy – Some Hope, But Expect More Bumps Ahead
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MRB TradeBook – Digesting the U.S.-Iran War
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Regional Equities – Positioning For A Post-Shock Rebound, With Caveats
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China: Little Changes In The New Plan
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EM Currencies: Opportunities In Turbulent Times
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Weekly Macro Strategy – Riding It Out
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The Hormuz Strait And Oil Supply: Three Questions
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U.S.: The Fed Can’t Ignore Inflation Anymore
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U.S. Economy: Is A.I. Already Boosting Productivity Growth?
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