01/27/2023

Emerging market outperformance set to continue

As a result, fed funds futures markets are now pricing around a 95% chance that the Fed will further reduce the size of its expected February rate hike to 25 basis points.

01/24/2023

Winning.

“Your investor’s edge is not something you get from Wall Street experts. It’s something you already have.” - Peter Lynch.

01/23/2023

Is persistent dollar strength over?

In recent weeks, much has changed in global currency markets, thanks to shifting liquidity trends, falling energy prices, easing inflation, and China’s unexpectedly swift reopening.