United States (116)

Are tech stocks now bond proxies?
Equities

Are tech stocks now bond proxies?

There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...

By Lars Kreckel

17 Jan 2022

3 min read

Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
Christopher Teschmacher
Investment strategy

Growing pains, roaring 20s, or stagflation? Revisiting our scenarios

With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
By Christopher Teschmacher
19 Nov 2021
4 min read
How sensitive is the US to higher rates?
Tim Drayson
Economics

How sensitive is the US to higher rates?

The surprise for markets may be less around the timing of the Fed’s lift-off, and more the...
By Tim Drayson
22 Oct 2021
4 min read
US debt: Dancing on the ceiling
Christopher Jeffery
Investment strategy

US debt: Dancing on the ceiling

Should investors be concerned about the US debt ceiling?  
By Christopher Jeffery
05 Oct 2021
3 min read
Learning from earning season
Equities

Learning from earning season

So far, most companies that have reported second-quarter earnings have beaten analyst expectation...

By Lars Kreckel

27 Jul 2021

2 min read

Boom and filibuster
Investment strategy

Boom and filibuster

The potential removal of the filibuster in the US senate may open the door to more legislative...
By Christopher TeschmacherLars Kreckel
23 Mar 2021
3 min read
US economic expansion: resumed or reset?
Tim Drayson
Economics

US economic expansion: resumed or reset?

The pandemic has helped reset the US economic cycle, but perhaps not as completely as expected....
By Tim Drayson
18 Feb 2021
3 min read
US/China relations: have you heard about the two-thirds?
Christopher Teschmacher
Economics

US/China relations: have you heard about the two-thirds?

Antagonism with China is not a short-term feature of US politics; we believe it will influence...
By Christopher Teschmacher
25 Aug 2020
3 min read