January 31, 2022 • This is in essence the dilemma facing the Federal reserve. Most banks & analysts have been predicting the worst; 1.5-3% increase of fed fund rates and even a reduction of the balance sheet. Such a scenario would ravage asset prices and curtail economic growth, leading an already slowing economy into recession.
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March 30, 2019 • The key to understand that we live in a world where asset prices are now primarily driven by policy.
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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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