Commodity prices and CPI subcomponents continue to flag an increased risk of inflation.
Energy, Copper, AirPods, Wealth Inequality, Transitory Inflation, Pandemic Spending
Claiming an ESG investment as an “investment for good” is, today, still an exercise of wishful thinking
Does the correlation of Bitcoin to the ever-expanding Fed Balance Sheet matter?
Bitcoin’s still up +320% in the last 12 months
Positioning in the market has become less extreme, especially ahead of what has historically been a lower return period for the stock market.
FinTech, Historic Equity Flows, OPEC Spare Capacity, Market Valuations, and Available Cropland
We find the increased focus on corporate taxes to be a fair and necessary discussion to have, especially given the number of loopholes that corporates are currently benefiting from
The success or failure of this new investment framework will highly depend on data availability and accuracy, something that needs to significantly improve before sustainable finance can really become mainstream
When the TIPS Yield Curve inverts, things tend to happen in a big way
The reflation trade is still alive, gold miners may provide an outsized opportunity, and the low carbon emission economy is becoming an important long-term economic driver of prices
The long-term dollar shortage trend is the current monetary state we live in, where global economic growth is outpacing the supply of the global reserve currency