Weekly Report: what happened at ESGD last week (0408-0412)?

Playing Demographic Divergence Now

By 2050, one in six people globally will be over the age of 65. The number of people of working age is shrinking across developed markets but growing in emerging markets. Working-age populations are declining in major economies. We favor countries that are better adapting to the demographic shifts.

Weekly Report: what happened at ESGD last week (0401-0405)?

Looking Under The Hood Of Recent Global Small- And Large-Cap Performance

Home Market Outlook Today's Market Looking Under The Hood Of Recent Global Small- And Large-Cap Performance by Mark Barnes, PhD & Indhu Raghavan, CFA. The relative performances of large-cap equities to small-caps in developed and emerging regions have diverged. Since early-2021, developed large-caps have outperformed their small-cap counterparts. In the emerging region, large- Caps steeply underperformed small- Caps.

How Mega-Forces Will Reshape The Macro Regime And Investing

Weekly Report: what happened at ESGD last week (0325-0329)?

2024 Global Market Outlook - Q2 Update: Pent-Up Exuberance

Home Market Outlook Today's Market 2024 Global Market Outlook - Q2 Update: Pent-Up Exuberance. The U.S. Economy is expected to avoid a recession in 2024, but economic uncertainty remains high. The labor market is slowing down and lower-income households are under stress.

Weekly Report: what happened at ESGD last week (0318-0322)?

Weekly Report: what happened at ESGD last week (0311-0315)?

The Great Paradox Of The U.S. Market

Weekly Report: what happened at ESGD last week (0304-0308)?

Weekly Report: what happened at ESGD last week (0226-0301)?

Weekly Report: what happened at ESGD last week (0219-0223)?

Weekly Report: what happened at ESGD last week (0212-0216)?

Weekly Report: what happened at ESGD last week (0205-0209)?

The Dollar Remains King

Todd Sullivan says the US$ has strengthened since Putin and Xi gained control in their respective domains. The US$ remains the only market investors should ever consider in his opinion. Sullivan believes the US is the safest environment for free speech and intellectual property rights. The Dollar Remains King because of its people.

Weekly Report: what happened at ESGD last week (0129-0202)?

Weekly Report: what happened at ESGD last week (0122-0126)?

Fiscal Dominance: The Clarifying Lens For EM (And DM) Bonds

Weekly Report: what happened at ESGD last week (0115-0119)?