UK Prime Minister Johnson got “phase one” done

Nearly three and a half years after the Brexit..

Macro Strategies, Brexit Beat

There is no shortage of alarming and depressing news when reading about the Wuhan coronavirus. The..

Macro Strategies, COVID-19

2020 is starting off with a strong risk appetite, generally fair-to-rich asset valuations, and..

Macro Strategies, Market Outlook

Brace yourselves. In an unexpected move on January 3, the United States carried out a drone strike..

Macro Strategies

Everyone has their methods for mining valuable insights from the vast amount of data and news..

Macro Strategies, Market Outlook, Sector Outlook

As we close out 2019, we took a look back at the year’s most popular blog posts. In a year full of..

Macro Strategies, Bank Loans, Securitized Research, Emerging Markets, Currency