Macro Wrap-Up
Portfolio Politics
October 30, 2020
It’s good to vote, just not with your portfolio. This week’s Wrap-Up looks at why elections are so difficult to trade.
Macroeconomics
Global Micro
October 16, 2020
What do investors want in an equity index? This week we look at what a couple of countries in Asia tell about what’s been driving relative returns.
Macroeconomics
Global Micro
October 16, 2020
What do investors want in an equity index? This week we look at what a couple of countries in Asia tell about what’s been driving relative returns.
Macroeconomics
Inflation Q&A
October 2, 2020
This week we answer all of the questions you asked about inflation and some you didn’t ask.
Macroeconomics
Inflation Q&A
October 2, 2020
This week we answer all of the questions you asked about inflation and some you didn’t ask.
Macroeconomics
Dollar Signs
September 18, 2020
Stocks are up, but the U.S. dollar is down against many other currencies. Does it feel like the dollar does all of the work but gets none of the credit? This week we look at the unbalanced relationship between U.S. equity markets and the dollar.