Review of 2023, Japan Update on Corporate Disclosures Improvements, Higher Rates Impact in the US, and the Best Macro Backdrop for Small & Mid-Caps
The geopolitics of the global energy transition
Where might Money Market Funds liquidity move into this time around?
In 2024, investors should expect a trading environment rather than an investing environment until the current stop-start recession narrative is conclusively resolved
What Has Happened to International Shipping? How is the Shipping Industry Responding? How is the US Military Responding? And How Are Markets Responding?
US Dollar Bullish Framework, the Relative Yield Story, and the Eurodollar Market
What happened in November, where positioning is right now, and what Wall Street is saying about 2024
The most important and least understood driver of global financial markets
U.S. LNG Exports Rising, A Counterintuitive View of the Consumer, and Foreign Direct Investment Flows
A Rolling Recession and Its Implications for Active Managers, and The Bear Case for the US Dollar
Maturity Walls, Stretched Consumer, and Israel-Hamas War Need to Know
Scott Smitson and Michael Kao explore the vast inner workings of fossil fuels and geopolitics