Publications & Press

Consensus expectations have been completely upended in Q1. US exceptionalism is in doubt, as the economy is slowing due to uncertainties...

The US economy is showing signs of running out of steam, at least in the polls. The DOGE budget cuts are beginning to impact growth...

Independent asset management group Probus Pleion has appointed ten partners, bringing the total number to 17. The promotions include...

The Fed has kept rates unchanged at 4.25-4.5% at their March meeting. More importantly, the Fed’s Summary of Economic Projections (SEP)...

The European economy is stabilizing, but not shining, while in the US, the service sector and consumer confidence are showing signs of...

Nothing changes opinions like price, and the MSCI China is outperforming US equities over the past 12 months, not to mention in 2025....

The DeepSeek shock has shaken the American semiconductor and independent power producer sectors. European luxury goods performed rather...

In the latest edition of our monthly report: Editorial Overweight or underweight US equities? For 15 years, the answer is to overweight...

The global economy has proved resilient in Q4, forcing the consensus to embrace the strong growth narrative for 2025. The US economy...

The Atlanta Fed GDPNow forecast stands above 3% real growth for Q4, while inflation remains above the Fed’s target and accelerating...

The election of Donald Trump has only accentuated the outperformance of US equities, driving the dollar to its highest level of the year.

Since the election, Bitcoin has stolen gold’s thunder, breaking out to record highs and rallying 20%.

The market has already positioned itself for a Donald Trump victory and partly for a Republican victory in the Senate...

The 10-year yield is up over 60bps since the Fed cut rates by 0.5%. Interestingly, Trump’s betting market odds of victory have soared...

Expectations that the Fed will cut rates more aggressively than its peers are likely to be proven wrong, supporting the USD against major...