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In this week’s edition Sune Hojgaard Sorensen, our Director of Macro Research, takes a look at market trends for Q1 2021 and how central bank policies and fiscal measures drove investors back to [...]

In this week’s edition Sune Hojgaard Sorensen, our Director of Macro Research, takes a look at the so-called “Covid-19 bankruptcy gap” and explores if it’s a calm before the storm phenomenon or [...]

In this week’s edition Sune Hojgaard Sorensen, our Director of Macro Research, takes a look at the centralized blueprint for the decentralized crypto space being laid out by the world’s Central Banks.

In this week’s edition Sune Hojgaard Sorensen, our Director of Macro Research, takes a look at the very real risks to the US economy and financial markets associated with extreme weather events.

A wise man once told me that liquidity is a coward, it’s never around when you really need it.

In this week’s edition Sune Hojgaard Sorensen, our Director of Macro Research, takes a look at the position of the US Dollar in the world.

In this week’s edition Sune Hojgaard Sorensen, our Director of Macro Research, takes a look at how the pandemic has fast-tracked longer-term trends and at the corporate level has exacerbated the [...]

Macro Trends: In this week’s edition Sune Hojgaard Sorensen, our Director of Macro Research, takes a look at the confluence of long-term macro trends that is setting up strong demand dynamics for [...]

Macro Trends: In this week’s edition Sune Hojgaard Sorensen, our Director of Macro Research, takes a look at the demographic trends in the US, and how they are set to change the political [...]

“Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, one by one.” – Charles Mackay, Extraordinary Popular Delusions [...]