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The Oil Shock, Rates, and the Recession Call (Part 2)
The DAX is the cleanest expression of the asymmetry
May 7
•
Alfie Kerswell
16
2
2
The Oil Shock, Rates, and the Recession Call (Part 1)
Why the data and price action are NOT signalling a global recession
May 4
•
Alfie Kerswell
20
9
ECB Preview: European Equities
An Overview Of The Assymetrical Setup In European Equities
Apr 30
•
Alfie Kerswell
16
1
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Macro Lesson 1: Building Your Narrative
Apr 20, 2023
•
Joe Olashugba
19
1
Equities, bonds & FX: What's next?
Mar 9
•
Alfie Kerswell
54
8
9
Currencies: A Global Macro Primer
Jun 17, 2024
•
Joe Olashugba
27
6
2
FOMC, The War & The China Play
Mar 18
•
Alfie Kerswell
28
1
2026 Outlook: Curve Regimes, Real Rates & Equities
Dec 29, 2025
•
Alfie Kerswell
27
6
1
Part 1: What If The Fed Look Through Inflation?
Apr 14
•
Alfie Kerswell
27
2
4
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Part 2: What If The Fed Look Through Inflation?
The Fed Looking Through Inflation: What It Means Across Every Asset Class
Apr 20
•
Alfie Kerswell
16
2
Part 1 Video: What If The Fed Look Through Inflation?
The Fed Looking Through Inflation: What It Means Across Every Asset Class
Apr 17
•
Alfie Kerswell
9
1
Part 1: What If The Fed Look Through Inflation?
The Fed Looking Through Inflation: What It Means Across Every Asset Class
Apr 14
•
Alfie Kerswell
27
2
4
The Macro Regime: FX, Equities & Rates
The Next Steps In The Macro Regime
Apr 9
•
Alfie Kerswell
16
8
2
The Stagflation Label Is Wrong
Why The 2022 Comparison Doesn't Hold
Mar 26
•
Alfie Kerswell
19
3
FOMC, The War & The China Play
How Monetary Policy, Geopolitical Risk & Strategic Rivalry Are Reshaping the Global Macro Landscape
Mar 18
•
Alfie Kerswell
28
1
Navigating Long US Equities Amid Persistent Geopolitical Tensions
Why the Risk Premium Creates the Opportunity... Eventually
Mar 11
•
Alfie Kerswell
26
10
2
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