What explains the bond bear?
October 1, 2026 | NS Partners
The recent rise in global government bond yields reflects a restrictive shift in global “excess” money conditions.
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Global money update: August weakness
September 25, 2026 | NS Partners
Monetary trends may be starting to confirm a negative 2027 economic outlook suggested by cycle analysis.
Are we all emerging markets now?
September 17, 2026 | NS Partners
China’s export machine risks provoking a political backlash among trading partners struggling to absorb a glut of high-end manufactured goods.
Cycle update: expected 2027 weakness crystallising
September 17, 2026 | NS Partners
The short-term stockbuilding cycle is rolling over with the long-term housing cycle on track to accelerate into a 2027-28 low.
Humanoid robots: AI’s next big leap
September 10, 2026 | Global Alpha Capital Management
As artificial intelligence influences more of the physical world, humanoid robots are taking a step closer to becoming a real-world reality.
Pressure makes diamonds
September 9, 2026 | CC&L Investment Management
Canada-US trade tensions are a near-term headwind. However, we also see a possible catalyst for greater domestic investment, infrastructure development and trade diversification, making the longer-term investment case for Canada more compelling.
Global money update: cooler despite US
September 4, 2026 | NS Partners
Money trends suggest that global economic momentum is peaking in Q3, with downside risk focused on Europe and Japan.
Investing in Japan’s next chapter
August 27, 2026 | Global Alpha Capital Management
Japan’s new fiscal roadmap shifts from short-term stimulus to long-term investment in productivity and growth with a focus on physical AI, advanced health care and soft power.
Eurozone money update: French weakness
August 27, 2026 | NS Partners
Monetary trends continue to suggest coming economic disappointment.
US money update: more strength
August 26, 2026 | NS Partners
Monetary trends continue to suggest too-loose policy.
Japanese money update: further weakness
August 20, 2026 | NS Partners
Rising QT and f/x intervention are intensifying a monetary squeeze.
AI reflexivity and EM rotation
August 18, 2026 | NS Partners
The AI bulls are tested by a huge momentum unwind through July despite fundamentals accelerating. Meanwhile, there are signs that the rally in emerging markets is starting to broaden out despite a challenging macro backdrop.
More UK stop-go
August 13, 2026 | NS Partners
Money trends signalled better H1 economic growth but now suggest renewed weakness.
Global money update: US lift
August 7, 2026 | NS Partners
US monetary acceleration has tempered an earlier signal of a H2 global economic slowdown.
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CC&L Financial Group
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Senior Vice President, Co-Head of Institutional Sales, USA,
CC&L Financial Group
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November 17, 2021