The 66% Macro Rally Nobody Saw Coming
Let me take you on a journey through what’s happening in markets right now. I know that for many investors – especially those who don’t live and breathe central bank statements or.
Read →Insights
Growth, debt, currencies and the cross asset picture the rest is read against.
Notes, page 8 of 24
Let me take you on a journey through what’s happening in markets right now. I know that for many investors – especially those who don’t live and breathe central bank statements or.
Read →Let me take you on a journey through what’s happening in markets right now. I know that for many investors – especially those who don’t live and breathe central bank statements or.
Read →Introduction In a world increasingly shaped by volatility, geopolitical transformation, macroeconomic shifts, and persistent structural change, 2025 is emerging as a defining year.
Read →Global Trade Introduction It was a regular Tuesday… until it wasn’t. I woke up to headlines announcing what’s now being called “Liberation Day” in the U.S. – April 5th, 2025. A.
Read →If you’re anything like me, you’re probably wondering: Where are the markets going? What should I really be doing with my money right now? Let me start by saying this – 2025 isn’t.
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