Strategy

Have we been sailing through choppier waters?

US equities saw an increasing number of sharp reversals in performance last year, but we caution against extrapolating this to mean that a change of trend is around the corner. 

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Economics

The curve that's crying wolf

The yield-curve boy is crying wolf, raising recession fears. But the villagers at central banks have responded to dangers already.

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Strategy

Q1 earnings: Season opener

The earnings season will deliver an enormous amount of newsflow. This one is shaping up to be unusually interesting. Here is a quick guide on what to expect and what to look out for from the macro perspective.

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Economics

Turkey: Waiting for reforms

Turkish local elections on March 31 ended a long series of election campaigns. Will reforms follow?

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