Should we look at the yield curve or at inflation levels to assess the real risk of a recession?
The global food system today is at risk
‘Temporary’ changes to the rule of law during times of crisis have rarely remained temporary
Deep dive on the circular construction investment case
We look back at what we've written over the past month
Food Prices, Inflation, Natural Gas, Supply Chains, Share Buybacks
We analyse the potential for Bitcoin to decouple from the current macro narrative
What if we already reached peak hawkish sentiment?
Why Does This Map Matter?
All you need to know about the current conflict between Russia and Ukraine
We look back at what we've written over the past monthWe look back at what we've written over the past month
Fed Funds Rate, Yields & Mortgages, The Growth Equation, Sustainability to Impact, Tennis