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
Moving from oversold to overbought, US Financial Conditions ease pretty significantly, and the need for higher defense spending
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
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
Hybrids > EVs and The Beginning of the End of the Renewable Industrial Complex
The Bear and Bull Case into Year End, the 2030 Portfolio, and Should Japan Defend the Yen?
Liquidity, a Looming Credit Event, and the Health of the Consumer are all in focus heading into year-end