2026 Top 26 Maverick Predictions! The Inaugural Edition!
The U.S. economy enters 2026 with solid growth, stocks at all-time highs, broadening profit drivers, big investments, a strong consumer, and a...
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Equity Watch: The Trump versus Biden Basket
We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...
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Portfolio Watch: Be our guest to jump the great rotation bandwagon
What a week in markets after the uber-dovish inflation print yesterday, which saw huge rotation within the equity markets as well as action in...
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Thinking About, Thinking About Central Banks ... And Liquidity
US Fed has been a key culprit in keeping liquidity conditions too tight, too long. 2024 will see major ease from US policy-makers. Global Liquidity...
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Five Things We Watch For In 2024
The thing to watch is probably employment numbers and once the labor markets start turning bad, expect CBs to cut in a hurry (especially if it is...
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