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Our research is deliberately analysis-heavy, based upon our belief that data is in a surplus while insightful analysis is in a deficit. We publish once a month, with our insights particularly focused on the path of rates, inflation, and economic growth in the United States.

 

We have unique and unorthodox expertise in understanding the 'financial plumbing' of the monetary system, thus in each report we also provide our take on the current state of global liquidity conditions. Due to our belief that the dealer system is the key cog influencing economic activity and asset prices, our liquidity analysis heavily influences our macro outlook.