What happened?

Macro Strategies, Brexit Beat

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