The risk of stagflation is growing
December 13, 2021 • Since inflation started to break out of the trend, the two years US treasury rate has dramatically shot up while the ten years rate has stayed basically flat.
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centralbanks
Corona virus: A Playbook for Investors
February 3, 2020 • While a virus weighs hardly anything, it may be heavy enough to tip the global economy into recession and to prompt central banks into action.
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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.