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...
338 Views
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...
339 Views
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...
285 Views
Services Week: Will Services Now Turn into the Weakest Link of the Economy?
We highlighted, analyzed and traded the Manufacturing bottom during the early parts of July during our Business Cycle Week, which proved to be a...
329 Views
The Weekly Market Monitor – Spending Pressure, Labor Lull, and Bitcoin Fatigue
Wage growth vs. excess savings. Will the US labor market start to weaken and cause a recession? Grayscale vs. the SEC and what it means for Bitcoin.
316 Views