Portfolio Watch: Stay Composed—The Trump Trade Is Still ON
A few wobbly days over the past 48 hours have left markets and pundits debating whether the Trump trade is exhausted. We view this as a dip to load up on. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto...
Something for your Espresso: Why the U.S. Over Germany is the Trade to Watch
While markets try to digest the effect of the inflation prints and the Republican Sweep – we stick to our trade: long U.S. over Germany equity trade amidst Germany’s political and China-exposure headwinds looks like a no-brainer. To read the full article,...
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