global strategy
Have Tariffs Taken Rate Cuts Off the Table for 2025?
The relatively hawkish message sent by Jerome Powell at the last two Federal Reserve meetings suggests that further interest rate…
Is China Weaponizing US Dollar Bonds?
Wall Street has bought to remain focused on the bullish side of Donald Trump’s agenda, namely tax cuts and deregulation,…
Bubble or Bull Market – Trump Will Decide
On the eve of Donald Trump’s inauguration, there has obviously been a lot of tariff-related noise from the President-elect. Still…
Back from El Salvador, We are Very Bullish Bitcoin in 2025
The price of Bitcoin has consolidated of late after the 62% price surge triggered by Donald Trump’s election and the…
Will February 23rd Mark the Day Europe Becomes Investable?
All the evidence is that Donald Trump is much more prepared for his second term in the White House than…
The Research & Quant 2025 Market Outlook
It may just turn out to be the case that the most important Federal Reserve meeting this year happened just…
2025 Will Be the Year of Memory, Not GPUs
To state the obvious, the AI story has been the key driver of the US stock market since the thematic…
Private Credit’s Incredible Vanishing Cashflow
The flow into private credit continues to be viewed by this writer as one of several factors helping explain the…
Has China’s Property Market Bottomed?
Has China’s property market bottomed? There has been a noticeable pick up in residential property transactions in the past two…