Market Outlook – January 2017

Market Outlook PERHAPS, THE END OF THE BEGINNING The rise of authoritarian populist leaders like Donald Trump, Marine Le Pen, Norbert Hoffer, Nigel Farage, and Geert Wilders […]

Air Pockets of Volatility

The move lower in global equities in August and September caught many investors off guard. The shift in risk sentiment was widespread and relentless. The rally that followed in […]

Infinity Q Insights

The FOMC language was slightly more dovish than expected causing US equity investors to breathe a sigh of relief. The S&P 500 rallied 1.5% from mid-Wednesday to […]

THB will decline on BoT rate cuts

Our view on Thailand is supported by nearly all of the macro indicators we monitor. The country has stagnant growth for the region at 2.0-2.5% with negative […]

Mexican 5 year CDS

We are adding a new macro position to our portfolio: long 5 year CDS on Mexico currently trading at 67 bps. The increase in growth expectations and […]