The road ahead for risk assets looks pretty smooth right now. But valuations have already baked in..

Macro Strategies, Sovereign Research, Market Outlook

The ISM’s^[1]  US manufacturing surveys are widely recognized gauges of economic health. They’ve..

Macro Strategies, Friday Fact

Consensus expectations for global growth have been revised lower and fiscal stimulus in the US..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

Global economic activity appears to be slowing down. But slowing down and tipping into recession..

Macro Strategies, Sovereign Research, Market Outlook

To wrap up 2018, we took a look back at the year’s most popular blog posts. Not surprisingly, they..

Macro Strategies, Equity Research, Bank Loans, Fixed Income

The Federal Reserve Open Market Committee is set to release its press statement on December 19. I..

Macro Strategies, The Fed, Central Banks, Infographic