global macro

Inflation. It has been one of the dominant themes influencing financial markets over the past few years. It rose to multi-decade highs in most advanced economies and...

Welcome to the ListedReserve monthly Bitcoin news wrap-up.

This week Central Bankers head to Jackson Hole to discuss structural shifts, long-term bond yields are going to be a key topic of interest..

The Goldilocks scenario has enjoyed a big rally this year, blissfully ignorant of the three economic bears returning home

The big shock announcement last week in global economic news was the downgrade in the US sovereign credit rating by Fitch. But the real question we should be asking is...

A raft of economic data last week again confirmed mixed signs for the post zero-covid recovery for China. The headline act was GDP. China’s economy in the second...

Higher yields and a slowing economy have skewed the outlook for US Treasury returns to a very positive setting.

Inflation has been kind of an enigma for the world over the past few years. Policymakers dismissed rapidly rising inflation early on and viewed it as transitory. It...

Investing can be like sailing: we know the destination, but we still need to navigate through the journey. Dynamic Asset Allocation can help

The ‘right to hold bitcoin’, a Himalayan kingdom, the AI revolution, and the failure of the system.