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Not your father’s stagflation: It’s a virtual reality
Revisiting R^: How does the fiscal deficit affect the neutral Fed Funds rate?
Foreign investors rethink US assets, but the S&P 500 is global and digital
New world order for trade: What Next?
Tariff Disturbances: More uncertainty on trade and to what end?
Altitude Sickness: Breathe, go slowly, stick to the big markers
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
By: David Bianco
Surging AI capex: Macro implications of its size and return on investment?
New S&P 500 target of 5300: A.I. lives and it needs food and shelter
The end of macro?: Some companies are so big they are the macro
We believe that artificial intelligence will continue to drive the markets in 2026 – both positively and negatively. Its possibilities remain exciting. But investors will become more selective.
As the preliminary deal with the European Union shows, Trump’s trade policies increasingly look like solutions in search of non-existent problems.
The Australian dollar currently has a wide range of monetary, economic and political factors on its side
The latest sell off was a dramatic reminder that precious metals can move in bursts. Inflation adjusted prices are still at levels rarely seen in modern history.
By: Hansjoerg Pack
