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Is AI inflationary? December 28, 2025
Dark clouds gathering above global stock markets October 11, 2025
China’s rerating continues while yen stumbles on policy pause October 6, 2024
China’s rebound sends shock waves through global portfolios September 29, 2024
BOJ’s dovish tone suggests a more positive near-term Japan stock market outlook September 23, 2024

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Is AI inflationary?
December 28, 2025
In our last open publication in early October, we warned that for the near term, much good news on the earnings front had been factored into technology valuations and ...
Dark clouds gathering above global stock markets
October 11, 2025
Will the coming stronger earnings season really matter?From circular investments among AI giants which have raised grave doubts about the sustainability of this massive ...
China’s rerating continues while yen stumbles on policy pause
October 6, 2024
China’s rerating continues, pressuring global funds to raise weightingsAs we have noted we have little doubt that the speed of China’s stock rerating has sent tremors ...