Our Perspectives

Navigating a global energy crisis and Fed-induced recession in the upside-down economy

The possibility and probability of a new global monetary regime and its implications in the wake of geopolitical conflict.

Why Jerome Powell and the Federal Reserve are walking a fine line and the discounts on "Growth".

How passive indexing is shaping market structure and helping take Tesla to Mars.

Say hello to financial repression, and why oil may be a key driver to watch in the inflation debate.

Will Treasury holders need a page out of the Reddit playbook? Some thoughts on rates, inflation, leverage, SPACs, and more.

A look back at macro and structural variables in 2020, their impact on the markets, and what to watch in 2021.