Sweden's relative trade opportunity and what to avoid doing in the most uncertain macro backdrop of the last 50 years.
We highlight the most important events of Q1 and what to expect for Q2.
Stock and bond return correlation matters. We explain why and how to benefit from it.
As bull cases re-emerge, remember to always consider the shifting macro backdrop
In a year of max uncertainty due to the divergence of outcomes possible, let's focus on what we know.
We lay out a four-step process that showcases how a US soft landing could materialize.
We highlight a framework that helps us get a sense of what round of the current bear market we are in.
We clarify the bull and bear arguments you’re likely to hear about in this part of the cycle.
We look back at what happened over the last 9 months of the year.
With an energy crisis, elections, geopolitical risks and ramping inflation, policy makers will have plenty of tough decisions to make into year-end.