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Timely perspectives on macroeconomic developments, market dynamics and emerging investment themes.

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IndustryWhy AI Infrastructure Matters for ADXHow the AI capex supercycle creates structural earnings drivers for data centre plays.Read →Industry EquityThree Charts Explaining the Latest Macro ShiftA breakdown of yield curve moves, dollar dynamics and equity risk premium signals.Read →Equity CommodityMortise Market Monitor: Commodities UpdateCommodity premia as a macro regime signal and what it implies for positioning.Read →Commodity FXCentral Bank Divergence and the DollarHow Fed, ECB and BoJ divergence is reshaping currency flows and EM dynamics.Read →FX RatesRates Outlook: Policy, Term Premium and RiskExamining policy paths, term premium moves and their impact on fixed income positioning.Read →Rates