PAG Biweekly

 June 30, 2022 |Robert Ung
The past few weeks have seen a noteworthy development with inflationary concerns overshadowed to some extent by growing fears around a recession. Most notably, this has resulted in some weakness in commodity markets such as oil, copper, and wheat, which...
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PAG Biweekly

 June 15, 2022 |Robert Ung
Global markets have been under notable pressure in recent days. The trigger was a recent inflation report that has investors believing central banks will have to tighten financial conditions more than planned, thereby increasing the odds of a future recession...
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PAG Biweekly

 June 03, 2022 |Robert Ung
Global markets have experienced a modest recovery in recent weeks, which has been met with a collective sigh of relief by investors. It is hard to point to a particular catalyst, but a growing view that inflation, while still very elevated, may be close...
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