Q4 Outlook: EM central banks to pay the Fed piper
Summary: Just as with global macroeconomic conditions, you can run from the Federal Reserve, but you cannot hide. So emerging market central banks have no choice but to pay the piper and follow the Fed, which is now tightening.
Quarterly Outlook Q2 2022: The End Game has arrived
Energy crisis could turn energy stocks into secular winner
The great EUR recovery and the difficulty of trading it
Tight commodity markets – turbocharged by war and sanctionsWith supply already tight, commodities keep powering on. But will it last for yet another quarter?
Between a rock and a hard place
The Great Erosion
Cybersecurity – the rush to catch up with reality