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Navigating India-Pakistan Fallout

Analysing the potential for escalating tensions.
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Ghosts of Price Wars Past
From Jakarta to Riyadh, the echoes of oil wars shape today's market.
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Top Trade Ideas - May 5th
Price action this week reflected a reversal of recent positioning extremes, as resilient U.S.
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Money Markets - May 2025
Several sentiment shifts.
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Macro Chart Pack
After a historically volatile month, we look at the charts that tell us where the market sits.
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2
When Bitcoin Becomes the Balance Sheet
Cantor, Twenty One and the corporate Bitcoin race.
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Top Trade Ideas - April 28th
Reprieves are cheap. Repair is expensive.
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Global Primer Series: Cross Currency Basis
Understanding the systemic foundations of the cross-currency basis trade.
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9
Gold Down, Silver Up
Reasons for a catch up in the precious metal space.
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1
The Fog of Corporate Forecasting
Wall Street likes a good story, but it worships a confident narrator.
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AlphaPicks
1
AlphaPicks
AlphaPicks
Multi-asset investment team. Macro musings, commentary, and thematic ideas.
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