In Focus

MORE OF THE SAME…

VIRAL LIQUIDITY BOOST

CONFLICTING NARRATIVES

NOTHING TO WORRY ABOUT… CARRY ON?

Dollars and Debts

Limbo Now: Heaven or Hell Next?

Data Dependency & The Markets

The Automobile Sector

Being Tested

DOOM UNVANQUISHED?

Stresses and Strains

Less Doom & Gloom?

The Consequences of Negative Rates: Part II

The Unintended Consequences

The Waiting Game

Bolting Horses

You Are Not Alone

Capitulation Dynamics

Buy Bonds. Buy Dollars. Wear Diamonds

It’s the Economy Stupid

A Recap and other Thoughts…

The Pivot and The Pendulum

US Credit Cycle: Why Powell Needs to Act Quickly

A Low-Risk Short Bet