Latest Reports
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Absolute Return Strategy: Nearing The Brink Of De-Risking
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China Stocks: Diversification, But Not Much Return
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Weekly Macro Strategy – Global Bond Markets: Still Sliding Down The Slippery Slope Of Hope
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U.S. Treasurys: When Gaslighting No Longer Works
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Webcast – U.S. Inflation, Treasury Yields, And The Implications For Fed Policy
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U.S. Aerospace And Defense Stocks: Benefiting From Long-Term Demand Drivers
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Asset Allocation Strategy – The Beginning Of The End
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MRB TradeBook – Equity Positioning Update
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U.S.: Is The Bond Market Really Doing The Heavy Lifting For The Fed?
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Cyclical Drivers Point To A Persistently Weak CAD/USD
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A New Phase Of Global LeaderShift
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Weekly Macro Strategy – Three Threats
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Focusing On Pair Trades
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U.S.: The Fed Punts For Now
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Stop Waiting For Godot
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What Can’t Be Sustained Won’t Be: Five Charts Highlighting Unsustainable U.S. Trends
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Weekly Macro Strategy – Don’t Forget Where The Exits Are, Just In Case
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Iran War: Waiting for TACO, But Watching The Red Lines
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EM Debt: Domestic Drivers Take the Steering Wheel
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U.S. Transportation Stocks: Stay On Board For Additional Gains
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