Semi-monthly Update October 29th 2021

October 29, 2021 |Thomas Donnelly

The earnings season has been good enough to propel markets higher of late. But it has also highlighted how real the shortages are with respect to materials and labour.

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Semi-monthly Update October 15th 2021

October 15, 2021 |Thomas Donnelly

Oil prices are on the rise. We discuss the factors driving this upcycle and the opportunities and challenges that lie ahead.

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Semi-monthly Update October 1st 2021

October 01, 2021 |Thomas Donnelly

Volatility is back. We discuss the U.S. debt limit, China and its Evergrande situation, and the sharp move higher in bond yields.

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Global Insight Monthly

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  • Global equity and fixed income analysis
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  • Key forecasts
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