Here Are My Top Macro Ideas
The first 5 weeks of the year have seen international equities outperforming the S&P 500: European and Chinese stocks have rallied harder than US...
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Air Freight Rates Reach December Peak Then Fall Sharply to End a Tumultuous Year
2025 was certainly an unpredictable, volatile and at times chaotic year for global trade. Nevertheless, global air freight rates largely followed...
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Great Game – Biden in Free-Fall and a French Ménage À Trois
Biden is starting to drop rapidly in polls after the US presidential debate. Many polls show Trump to have opened a 2-4 point lead nationally,...
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Positioning Watch – Markets are buying into US Fixed Income, but fast money don’t agree
Welcome back to our weekly positioning watch, brought to you today from a sunny Copenhagen. Denmark advanced as the second team in their Euros...
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Portfolio Watch: Reflation is back!
We were honestly puzzled by the weakness in Manufacturing PMIs in April as our models pointed in the other direction. The timely data delivered by...
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