Global Research Unlocked

Emerging markets may be at the beginning of a multi-year run

Cyclical rebound triggers rotation and rate risk; productivity placates

The potential new Fed chair

FX, intervention risks and technicals

The podcast centers on global G10 rates and FX strategy, particularly focusing on the dollar sell-off and potential market impacts. The discussion begins with an explanation of rate checks by central banks and their signaling effect on intervention, differentiating between those by the Bank of Japan and the New York Fe...

Friday Rates Update

Solving utility affordability doesn’t mean data center development goes dark

Defense to throttle up on growth, why privates can coexist with primes

Friday Rates Update

US labor market

Lithium still charged even as US EV ambitions fade; getting to know phosphate

Technicals for 2026

Our Year Ahead views – points and counterpoints

Central Bank Bonanza

No sunset for solar in powering data centers

Year ahead in global inflation markets

Spiffy new bag for some, shaggy couch for others – latest wage and spend trends

US labor market edition

Paging Doctor Disruption. . . AI attending over healthcare transformation

Efforts to make rare earths less rare domestically bulldoze ahead

UK budget