We’re seeing early signs of stabilization in global manufacturing. Central banks appear..

Macro Strategies, Sovereign Research

What happened?

Macro Strategies, Brexit Beat

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

Macro Strategies, Emerging Markets

What happened?

Macro Strategies, Brexit Beat

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

Macro Strategies

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

Macro Strategies