Change in Portfolio Weighs - The Fed Rules: Increasing the Weights of Equities and Treasuries
After the latest FOMC meeting and a dovish-sounding Powell, the odds we have reached the end of the tightening cycle have spiked, boding well for...
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Commodity Watch – A rebound in the most cyclical asset class?
Welcome to the final series of our “Business Cycle Week”, where we cover how a possible rebound in manufacturing might affect asset markets, and...
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How Much Do Commodity Prices Rise when Fertilizer Prices Rise?
Global crop production growth will mainly be driven by continued progress in plant breeding and a transition to more intensive production systems.
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Equity Markets – Is Icarus Flying Too Close to the Sun?
Markets are incredibly eager to discount lower inflation, pushing the Fear & Frenzy Sentiment further into Frenzy territory.
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Why isn’t Gold starting to sell off? // The Big Sugar Rush
Why isn’t Gold starting to sell off? In last week’s report, we already highlighted that the golden metal stays unattractive - as the Fed will...
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