Paid Articles
Research register

Searchable database of abstracts & trade recommendations by Theme, asset class, & date
Leitmotif 9: It's not the economy, stupid!

Chinese economic policy hasn’t been about economics; now America’s isn’t either
Leitmotif 8: The geopolitics of crypto (payments)

War profiteering from great powers’ financial warfare
Leitmotif 7: Breaking point?

The US-Europe divergence is strained and about to stretch further
Leitmotif 6: A "Western Spring"?

The center-left/right elites risk provoking a populist backlash
Leitmotif 5: Time to pay the piper

Like fairy tale children, markets have heard the music and are following
Leitmotif 4: The Fed sheds cred

Seeds of doubt have been sown and could grow rapidly
Leitmotif 3: Localization and Global bifurcation

The world economy is undergoing a “hard fork”
Leitmotif 2: Too many moving parts

With so many economic policies in flux, economic uncertainty is much higher
Leitmotif 1: The elephant in the room
