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Financial Markets in 2020

Financial Markets in 2020 MARKETS by Diego Tremiterra FollowFollow Dec 31, 2020 Key Takeaways Despite a challenging year for society as a whole, financial markets mainly returned positive results (unless you’re 100% in crude oil or the US Dollar). This has mainly been...

Reflationary Expectations

Reflationary Expectations MACRO by Roger Hirst FollowFollow Dec 09, 2020 Key Takeaways Whilst the potential for inflation has been on the rise recently, we still feel it’s unlikely that we’ll see any undesired increase in price levels at least for the next...

Vaccines For Reflation

Vaccines For Reflation MARKETS by Diego Tremiterra FollowFollow Nov 17, 2020 Key Takeaways The surprise gridlock between the presidency and the Senate (to be revisited in January) resulting from the US elections decreases the likelihood of higher taxation, increased...

A Deep Dive on the US Dollar

A deep dive on the US Dollar EDITORIAL by Tim Purcell FollowFollow Nov 5, 2020 Key Takeaways Luke Gromen, founder of Forest for the Trees, LLC: Deteriorating fundamentals will lead to a globally synchronized move away from the USD as a reserve currency Foreign...

Who Picks Up The Bill? Part 2

Who Picks Up The Bill? Part 2 Macro Print for 13 October 2020 · by Roger Hirst Key Takeaways In the last Macro print, we analyzed how Austerity and Taxation work in the context of financing fiscal spending. We concluded that, given the current levels of stimulus,...