All publications

Is the AI Trade Becoming Crowded?

Natalie Fell

•

Dec 15, 2025

Canada’s Banks Quietly Outperform

Natalie Fell

•

Dec 11, 2025

Jobless Claims Stay Low — Why a Surprisingly Firm Labor Market Is Complicating 2026 Rate-Cut Hopes

Natalie Fell

•

Dec 8, 2025

Asia’s Slowdown Is Deepening — Why Weak Trade and Cooling Demand Could Reshape 2026 Markets

Natalie Fell

•

Dec 4, 2025

Global Market Themes for the Week Ahead — Investor Positioning in Focus

Natalie Fell

•

Dec 2, 2025

Consumer Confidence Is Cracking While Inflation Cools — What That Means for Bonds, Stocks and Real Assets

Natalie Fell

•

Nov 29, 2025

Crypto Spill-Over & Private Credit Risk: What the Market Tumbling in Speculative Assets Tells Us

Natalie Fell

•

Nov 27, 2025

China’s Export Engine Is Losing Power — What the Slowdown Means for Global Trade & EM Risk in 2026

Natalie Fell

•

Nov 24, 2025

ACA Tax Credits Are Expiring — What Soaring Health Insurance Costs Mean for Markets in 2026

Natalie Fell

•

Nov 22, 2025

The Fed’s Dilemma — When Prices Rise and Jobs Stall

Natalie Fell

•

Nov 20, 2025

All publications

Is the AI Trade Becoming Crowded?

Canada’s Banks Quietly Outperform

Jobless Claims Stay Low — Why a Surprisingly Firm Labor Market Is Complicating 2026 Rate-Cut Hopes

Asia’s Slowdown Is Deepening — Why Weak Trade and Cooling Demand Could Reshape 2026 Markets

Global Market Themes for the Week Ahead — Investor Positioning in Focus

Consumer Confidence Is Cracking While Inflation Cools — What That Means for Bonds, Stocks and Real Assets

Crypto Spill-Over & Private Credit Risk: What the Market Tumbling in Speculative Assets Tells Us

China’s Export Engine Is Losing Power — What the Slowdown Means for Global Trade & EM Risk in 2026

ACA Tax Credits Are Expiring — What Soaring Health Insurance Costs Mean for Markets in 2026

The Fed’s Dilemma — When Prices Rise and Jobs Stall

subscribe for insights…

main links

subscription