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Global Outlook

The New World Order According to Dr. Henry Kissinger

Former U.S. Secretary of State Dr. Henry Kissinger speaks to…

Why a Post-Lockdown China Is Raising Red Flags for India

Andreas Steno Larsen explains why China’s reopening is a negative…

The Biggest Bubble of Them All

In a Club b family office event in Barcelona, Spain,…

The World We Knew for 30 Years Is Gone

According to Felix Zulauf, the CEO of Zulauf Consulting, the…

An Untenable Situation in Commodities

At an exclusive Club B family office network event in…

How the World Cup Explains Your Portfolio

According to Diego Parilla, “We are entering a dramatically different…

China Is the “X” Factor

In a rare moment, mass protests broke out all across…

Did Pensions Bring the System to the Brink?

Our third look inside Simplify’s Entering The Fall event takes…

The Turn Is a 2023 Story

This year has been about fighting inflation. Next year will…

There Won’t Be a Crash. But …

Jesse Felder says don’t bet on a V-shaped recovery. In…

When Governments Fight Their Own Central Banks

When Group of Five governments turn on their own central…

Everything Has Changed Since 2019

There’s no going back to 2019, according to Jim Bianco,…

Why It’s Time To Broaden Your View of Central Banks

The consensus narrative is that global central banks are acting…

Why This Isn’t a Great Inflation Redux

The 1970s episode of sustained high inflation was structurally different…

What’s the Trade If the Hong Kong Dollar Breaks Its Peg?

In this episode of We Got The Message, Weston Nakamura…

The Bullish Case for Crude Oil

OPEC Plus agreed to a production cut this week, surprising…

Why One European Crisis Will Create Another

With natural gas supplies squeezed, electricity prices bouncing all over…

More Liberalization Could Make India the Gem of the East

India’s fast-growing population is the major force behind its rapidly…