UBS: China IS On The Rise Again

If you would like to watch this week’s video blog, please feel free to click the provided link! Have...

Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...

In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...

Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand...

Last week’s tactical bullish call was met with doubt from clients, which means there is still upside as we...

Cross-Asset Strategy: The growth-policy tradeoff appears set to improve in 2H, and earnings revisions turned broadly positive in key...

In this week’s video special report we discuss the environment surrounding the February-March 2020 bear market; the fastest bear...