The X Factor
This was not about Left versus Right, it was about a generational shift, from the Boomers to Gen X. This will then also move the children of the...
103 Views
Building a Capital Market with Chinese Characteristics
This suggests to us that the views on China will remain ‘uncertain’ in the near term - with traders dominating and the supposed long term narrative...
113 Views
Car Crash | May 28, 2024
Globalisation is unravelling rapidly The timing of the US tariff announcement was clearly political and aimed at voters and producers rather than...
239 Views
Market Thinking May 2024
Every year, for as long as we can remember, we have written a weekly or a monthly note with some variation of the ‘Sell in May’ trope, so we see no...
175 Views
Bollinger Bonds
Since the beginning of March, US 10 year yields have gone from 4% to around 4.6%, unwinding the Fed Pivot language that emerged to ‘explain’ the...
252 Views