Out of the Box #18: Time for the Second Inflation Wave? AAAAAAH!
In our Out of the Box series we aim at addressing emerging topics before they turn into consensus narratives to be ahead of the curve in price...
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Out of the Box #17 How would US exceptionalism flip the table for the RoW?
US exceptionalism and shifting trade patterns benefit near-shoring names and commodity suppliers. The US policy goal is essentially...
330 Views
Macro Strategy: KTA: Meeting with Bank Indonesia
In our recent well-attended BRIDS Roundtable session, we hosted Mr. Indra Astrayuda, the Deputy Director of the Monetary Economic Policy Department...
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Energy Watch: Can Oil Rally 25% Further in Q4?
Welcome to this short and sweet Energy Watch on the back of the Saudi/Russian decision to prolong cuts of supply through Q4. It leaves a smell of...
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Asset Allocation Watch: Still early innings for US cyclicals?
Each month, we offer our best assessment of the current and coming month’s macroeconomic conditions and weigh risks against reward – using both...
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