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NDR Fixed Income Allocation Strategy February 2023 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

MI2: Forecasting A Seismic Move in Markets and the Global Economy

BY JON WEBB
At the start of the year, we watched with growing concern as U.S. markets soared to extremes, seemingly indifferent to economic and geopolitical realities.  The rally wasn’t driven by fundamentals but by an endless stream of hyperbolic adjectives and increasingly outlandish claims of quick fortunes to be made. Read more →

C8 Currency Compass – March 2025 – ‘Trade Wars are Good and Easy to Win’ Pres Trump (2018)

BY JON WEBB
Our January switch to USD weakness has worked well.  The USD models are more neutral now.  US tariffs have had a mixed USD reaction to the various currencies.  The other country's response and context matters. Read more →
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