Retail Investor Beat
A quarterly survey looking at the topics currently impacting the investment decisions and outlooks of retail investors globally.
Analyst Weekly Market fighting the Fed
The double-digit stock market rally off June lows is increasingly fighting the Fed.
Macro Insights: Europe in the eye-of-the-storm
EYE-OF-THE-STORM: Record natgas prices, looming energy rationing, drought, stagflation, recession.
Macro Insights: Crypto more popular than stocks, for many
CHANGE: The latest crypto winter has started to ease, after the asset class market cap fell -70% from November.
Macro Insights: Not giving up the latte
COFFEE: Arabica coffee prices have held near decade highs as consumers did not want to give up their morning brew despite squeezed finances.
Macro Insights: The growing productivity paradox
GROWTH: Economic growth is hurt by weak productivity. This productivity paradox is despite the tech surge.
Analyst Weekly Anatomy of the rally
Markets relief rally been validated by peaking US inflation. This has been the biggest investor risk, and is now easing.
Macro Insights: Enjoy the inflation peak
PEAK: After a string of negative monthly US inflation surprises the fifth was the charm.
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