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

How Mega-Forces Will Reshape The Macro Regime And Investing

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

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

The Great Paradox Of The U.S. Market

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

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

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

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

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

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

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

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

Emerging Markets Conclude 2023 On Better Note Than Developed Markets

Home Market Outlook Economy Analysis Emerging Markets Conclude 2023 On Better Note Than Developed Markets. Pace of emerging market expansion accelerates again in December. The divergence between emerging and developed markets continued into the end of 2023. Incoming new business rises across emerging markets.