What is the Eurodollar Market?
The most important and least understood driver of global financial markets.
Weekly research and commentary on the key investment
themes shaping the world of tomorrow.
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.
Moving from oversold to overbought, US Financial Conditions ease pretty significantly, and the need for higher defense spending.
Moving from oversold to overbought, US Financial Conditions ease pretty significantly, and the need for higher defense spending.
We take a look at what the bull case for equity markets in Q4 could be.
Back to school update on the most important narratives of 2023.
We explore the outlook for oil and gas capex for the next couple of years.
U.S. LNG Exports Rising, A Counterintuitive View of the Consumer, and Foreign Direct Investment Flows
Hybrids > EVs and The Beginning of the End of the Renewable Industrial Complex
The Big 7 vs. The Old Guard, The U.S. Consumer - Not Dead Yet, and The Dirtiest Cities in the World
The most important and least understood driver of global financial markets.
The potential impact on Natural Gas markets of the Armenia-Azerbaijan war, the Israel-Hamas war, and the undersea attacks in the North and Baltic Seas.
Liquidity, a Looming Credit Event, and the Health of the Consumer are all in focus heading into year-end.
Russia/Ukraine Update, China-Taiwan Ship Inspections, OPEC+ Oil Cuts, EU LNG, Germany Getting Serious about EU Spending, Middle East Update
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.
The Bear and Bull Case into Year End, the 2030 Portfolio, and Should Japan Defend the Yen?
Bond Issuance’s Impact on Liquidity, US Public REITs, US Dollar Outlook, Reflation Risk in Q4
Scott Smitson and Michael Kao explore the vast inner workings of fossil fuels and geopolitics.
Roger and Samantha explore the 2024 outlook for equities, bonds, and the US Dollar, the outlook for wage inflation, and the unintended consequences of the BoJ's monetary policy.
Roger and Imran Lakha of Options Insights discuss cross-asset volatility to build a macro trading framework.
Tony Greer, founder of TG Macro, sits down with Roger Hirst for an hour-long masterclass on trading through the 'potential' reflation trade.