Insights
Proprietary market data and analysis
Quant Insights
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Economist Insights
Turkey for Thanksgiving, Omicron for Christmas?
With Covid regaining center stage, much of the US on holiday and many central banks rummaging around in their inflation containment toolkit, flows...
Shivers run through Europe and Japan as supply chains rattle
The Japanese economy’s 3% contraction during the third quarter and the latest spike in natural gas prices pushed supply chain issues to the top of a...
Earnings and inflation both roar in early November
From a fund flow perspective, the week ending Nov. 10 saw groups and themes that have fared well for most of 2021 continue to attract fresh money....
Multimedia
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Papers
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