May 16, 2022 • It was a dramatic week for crypto as one of the most successful Layer 1 protocols, LUNA/UST, collapsed with ~ $50bil in value lost (see chart). While the financial media is once again claiming the end of the sector, the LUNA debacle is likely to be a net positive for the digital asset space.
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May 9, 2022 • Currency volatility is often a harbinger of major credit events. It may be the case for the Eurozone as the EURUSD broke down the uptrend established since the launch of the currency
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May 2, 2022 • Should the economy continue to weaken, the Fed may decide to stop far sooner than the ~ 2.5% in fed funds rate that the credit market is pricing in. Some deceleration in CPI would also provide additional cover. Should policymakers tilt dovish, we will see an impressive rally in US treasuries, especially on the long end of the yield that has experienced one of the worst, and fastest, declines on record.
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April 25, 2022 • Over the last few weeks virtually every investment house has jumped on the commodity bandwagon. The Ukraine war and persistent inflation have brought to the forefront what has been for years one of the most underinvested themes. Yet, as opined several times on these posts, the time to deploy capital was last year as a combination of obdurate inflation, ESG and geopolitics were already arguing a strong case for energy and materials.
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April 18, 2022 • Conventional wisdom has it that property and equities are good inflation hedges. Data show otherwise. Let's take property; in the last 15 years since the 2007 top, US residential market prices have increased 40% and failed to offset the 41.3% inflation over the same timeframe.
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January 18, 2022 • Maecenas nec odio et ante tincidunt tempus. Donec vitae sapien ut libero venenatis faucibus. Nullam quis ante. Etiam sit amet orci eget eros faucibus tincidunt. Duis leo. Sed fringilla mauris sit amet nibh. Donec sodales sagittis magna. Sed consequat, leo eget bibendum sodales, augue velit cursus nunc, quis gravida magna mi a libero. Fusce vulputate eleifend sapien.
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January 18, 2022 • Maecenas nec odio et ante tincidunt tempus. Donec vitae sapien ut libero venenatis faucibus. Nullam quis ante. Etiam sit amet orci eget eros faucibus tincidunt. Duis leo. Sed fringilla mauris sit amet nibh. Donec sodales sagittis magna. Sed consequat, leo eget bibendum sodales, augue velit cursus nunc, quis gravida magna mi a libero. Fusce vulputate eleifend sapien.
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The Weekly Opinions are concise and data-driven observations pointing to key current issues in financial markets. The premium monthly Swerve Insights are thought pieces articulated into two sections: a monthly macro update and a specific investment idea. All delivered in a concise package to help you stay ahead in the financial landscape of today and to get inspired with new ideas and opportunities.
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