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Macro 4/11/2025
What starts as a trade war can quickly escalate into a currency war. As nations devalue their currencies to offset tariffs and boost exports, the r...
READ MOREMacro 3/28/2025
From gold to floating currencies, the world has seen multiple monetary resets. Now, a proposed “Mar-a-Lago Accord” hints at another shift. Could gl...
READ MOREMacro 3/14/2025
The U.S. housing market is at a crossroads. Prices remain high, but affordability is collapsing. Rising interest rates, climate risks, and supply s...
READ MOREDunham Deep Dive 2/21/2025
China’s luxury boom is fading fast, U.S. homeownership is slipping further out of reach, and Germany faces a political shake-up as the far-right su...
READ MOREMacro 2/14/2025
Markets follow a predictable boom-bust cycle driven by capital expansion and contraction. Investors often focus on demand, overlooking critical sup...
READ MOREMacro 1/24/2025
Trump’s new tariffs could reshape global trade. With steep duties on China, Canada, the EU, and Mexico, critics warn of inflation - but history tel...
READ MOREMacro 1/3/2025
Will China’s yuan ever dethrone the U.S. dollar as the global reserve currency? The Impossible Trinity explains why the challenge is steep. See how...
READ MOREMacro 12/27/2024
Reflecting on 2024 in this special edition of The Morning Pour, we revisit three pivotal themes: the liquidity crunch in the repo market, China's m...
READ MOREMacro 12/13/2024
The U.S. dollar dominates global trade and finance, but its position is not without risks. Learn why its strength persists, the challenges of trade...
READ MOREMacro 12/6/2024
The eurozone faces growing economic turmoil as Germany & France, its largest economies, stumble. With rising debts, weak growth, and structural imb...
READ MOREMacro 11/8/2024
Emerging markets have trailed behind developed economies, but their deep valuation discounts present intriguing opportunities. Balancing growth pot...
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