Global Macro Strategy

Global Macro Strategy is a series presenting our views on global markets and economic landscapes. The notes combine cross asset valuation frameworks and fundamental economic analysis to gain insight into the trends and themes that shape global markets.

Back on the Strait and Narrow?

Back on the Strait and Narrow?

The Economics of Intelligence

The Economics of Intelligence

When A Butterfly Stings Like a Bee

When A Butterfly Stings Like a Bee

Per Mare Necessarium: Views on Rates and Financial Conditions

Per Mare Necessarium: Views on Rates and Financial Conditions

The 2026 Global Intelligence Crisis

The 2026 Global Intelligence Crisis

Infl-AI-tion Risks

Infl-AI-tion Risks

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