CHART 1 – INVESTORS SEEM CAUTIOUSLY OPTIMISTIC Could 2024 end up being a carbon copy…
CHART 1 – AN ELECTION SURPRISE Does the chart below help to explain why Rishi…
CHART 1 – THE LIQUIDITY CYCLE REMAINS SUPPORTIVE US rate cuts may now be off…
CHART 1 – GOLD DEFIES THE NAYSAYERS Aside from crypto, few assets are as polarising…
CHART 1 – THE INVENTORY CYCLE HAS BOTTOMED The global economy seems to be perking…
CHART 1 – SHIPPING COSTS ARE SURGING The Middle East conflict has escalated in recent…
CHART 1 – THE FED’S U-TURN Whilst the Central Banks really pivoted in late 2022…
CHART 1 – STOCKS BREAKING OUT A few weeks ago we said the odds favoured…
