In China, pork prices are up 70% (!) year over year. A swine fever outbreak has crippled the pork..

Macro Strategies, Emerging Markets, Trade

Turkey is back in the headlines again. The country launched a military offensive into Syria and is..

Equity Research, Infographic

What happened?

Macro Strategies, Brexit Beat

The United States and China surprised me with their announcement of a small “phase one” trade deal..

Macro Strategies, Trade

Investors seem skittish about the balance of risks in financial markets. On the one hand, we expect..

Macro Strategies, Market Outlook

Losing interest in bank loans now that rates have begun to fall? It’s a common gut reaction for..

Bank Loans