The Metamorphosis of Global Trade
A short guide to "friend-shoring" and its market implications "Globalization is not something we can hold off or turn off . . . it is the...
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All Articles
- Dec 7, 2022
- 13 min
ECB Financial Stability Review
Point Break - November 2022 Report - Our Takeaways "Johnny has his own demons. Don't you, Johnny? "(Point Break 1991). Everyone has...
- Nov 10, 2022
- 5 min
US Inflation Report October 2022
Investing in an Inflationary / Deflationary Regime Transcript of Chair Powell’s Press Conference November 2, 2022 NICK TIMIRAOS. Nick...
- Oct 27, 2022
- 7 min
The 3 Pivots (3Ps)
Ruminations on emerging Inflection Points Over the past few months and weeks, the market has been focusing on downside risks. Several...
- Oct 9, 2022
- 4 min
US Sep Job Market Conditions
Gauging the Risks of a Wage-Price Spiral Total nonfarm payroll employment increased by 263,000 in September and average hourly earnings...
- Oct 3, 2022
- 4 min
USD - U.S. Treasury Doom Loop
Are Central Banks selling Treasuries to defend their currencies? Over the past few months, market sentiment has been swinging between the...
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