When Markets Meet Mercantilism
How weaponized supply chains & national security are rewriting investment rules. The global investment landscape is undergoing a paradigm shift...
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The Tariff Effect: Economic Uncertainty Unpacked | The New Barbarians #006
In January, equities were down while gold, Bitcoin, and European stocks saw positive gains, mirroring economic trends from the 1970s and signaling...
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CX Daily: Gulf States Roll Out the Welcome Mat for Chinese Tourists as Focus Shifts From Oil
Travel / In Depth: Gulf states roll out the welcome mat for Chinese tourists as focus shifts from oil Amid a global green push, Middle Eastern...
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The Drill – Oil down and precious metals UP.. The short USD trade in Geopolitics
Welcome to this week’s The Drill, which I will be authoring by myself moving forward. This means a continued focus on commodities and energy, but...
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Steno Signals #183 – The Pain Trade is a Weaker USD, While China Could Surprise on the Upside
Happy Sunday, everyone, and welcome to our weekly editorial on all things macro. Everyone I’ve spoken to today has asked me, “How would you go...
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