The Macro "Endgame": Growth, Gold, Deflation,...

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host, Mikkel Rosenvold, partner and head of geopolitics, to break down the latest news with the United States escalating military action against Iran. The guys evaluate the implications for oil, risk ass ...  Afficher plus

This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Ejaaz, founder and CIO at 26CC, to close out our Trading the Future content campaign. They discuss the biggest narratives and themes driving the AI market right now, including Block's shock decision to c ...  Afficher plus

This year is validating our call for a shorter but hotter economic cycle. As the indicators begin to point to a late-cycle environment, here’s how investors can navigate the change.

-----Transcript-----

Welcome to Thoughts on the Market. I'm M ...

“There is significant interest rate risk in TIPS in ETFs and Mutual Funds because they can’t necessarily get enough leverage to do a break-even trade,” Winshore Capital Partners Portfolio Manager Robert Tzucker tells Bloomberg Intelligence. In this Macro Matter’s edition of the F ...  Afficher plus

Interest rates could remain higher than the previous few cycles, with an upward sloping yield curve by the end of 2024, Gregory Staples, DWS Investment Management’s head of fixed income in North America, says on this episode of Bloomberg Intelligence’s FICC Focus Podcast.  In thi ...  Afficher plus

With the rising cost of oil comes concerns around economic growth, but the distinction between the impact in Europe and the US is important, presenting both challenges and opportunities for investors.

Important note regarding economic sanctions. This resea ...