Moderate Growth and Mixed Signals

Week of February 16–20 The week brought signs of slowing growth in the U.S., persistent inflation pressures in Europe, and […]

A Practical Taxonomy of Alternative Investments 

Understanding the Diversity of Alternatives: From Real Estate to Crypto One of the most common questions I get from new […]

Weekly global macro outlook

February 9–13 The global economy continues to show moderate growth, with inflation easing in developed markets while emerging markets face […]

The Fed Enters a New Phase  

The nomination of Kevin Warsh as the next Chair of the Federal Reserve marks an inflection point for U.S. monetary […]

Mixed signals in employment, inflation, and global activity 

Week of February 2 – 6 The week delivered mixed signals: strong corporate earnings resilience in the U.S., moderating inflation […]

Is Bitcoin the Future? A Critical View 

Although Bitcoin was pioneering and revolutionary, its role as the foundation of a global financial system reveals key limitations that […]

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