Overview #72 - The Accelerant
A review of recent events/data impacting our investment themes and outlook. We look at the continued dollar breakdown and the signs that the next...
127 Views
Overview #70 - Choke Points
A review of recent events/data impacting our investment themes and outlook. We look at the recent evidence & mkt reaction to a second inflationary...
152 Views
Overview #69 - Tug of War
A review of recent events/data impacting our investment themes and outlook. We look at the impact of soft CPI data on rate expectations & where the...
132 Views
Overview #64 – One Small Step for Man
A review of recent events/data impacting our investment themes and outlook. We look at a potential cyclical top in bond yields and a tradeable...
135 Views
Overview #63 – Feeding the Ducks
A review of recent events/data impacting our investment themes and outlook. We look at the rise in Comex copper premiums, a closer look at the...
152 Views