China's domestic economic landscape has significantly changed since the initial US-China trade war..

Macro Strategies, Sovereign Research, Emerging Markets, Trade

With less than two weeks until election day, the race between US presidential candidates Kamala..

Macro Strategies, Election

The US national election year of 2024 has been extraordinary in so many ways. It is understandable..

Election

We are in the home stretch of what has been a record year for global elections, with roughly half..

Macro Strategies, Sovereign Research, Geopolitics

The Greek poet Archilochus wrote, "The fox knows many things, but the hedgehog knows one big thing."

Fixed Income

At this point in the third quarter of 2024, the global economy continues to expand; however, the..

Macro Strategies, Sovereign Research, Market Outlook