The Aftermath of El Nino Weather // China Re-Confirms 5% GDP Growth Target
China set a growth target of “around 5%” for 2024, according to the “Government Work Report” released Tuesday as part of the opening of the...
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Portfolio Watch: Sea of cyclical green
Welcome to our latest edition of Portfolio Watch, our weekly deep-dive into prevailing market trends and our portfolio strategies. In this updated...
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The Weekly Market Monitor – These Two All-Time Highs Are No Coincidence!
Forget the macro data for a moment. This week was all about central banks opening the door to policy easing and scarce assets recording new all...
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Commodity & Shipping Watch: Time to get back into the shipping bets?
Negative roll yield killing BCOM returns, even as spot has performed OKWe need to see some serious stimulus out of China for broad...
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Positioning Watch – Are the unpopular bets back in town?
Hello everyone, and welcome back to our weekly positioning watch!Equity markets continue their drift higher for yet another week, and it seems...
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