New Year Briefings: 2023
In 2022 we observed lower valuations across global markets and asset classes. The catalysts of
Latest Posts
US Macro Crunch Time
In our beginning of the year outlook for 2022 we had pure conviction that US
Credit Market Mania & Inflation
As the recent developments of financial markets playing accordingly to our initial projections, such as
Geopolitical Gumbeaux
The 1st quarter of 2022 have presented us with some interesting dynamics that will ultimately
Rising Mortgage Rates & The US Housing Market
Given that the Federal Reserve seeks to hike interest rates in 2022 from their historical
New Year (2022) Briefings
As 2021 comes to an end, we are left with many reflective dynamics in regard
Chinese Credit Crunch
Home of some of the most monumental infrastructure feats, such as the Three Gorges Dam,
Debt Ceiling Dynamics
As the US Senate failed on Monday (09/27/2021) to advance on suspending the federal debt
Time for tapering or tightening?
The talks surrounding a tapering policy from the Federal Reserve warm up again as Individuals
Post-COVID Oil Outlook
As global oil demand, and subsequently, consumption begins to recoup, there are many questions about