Generational step change?!

This note covers the fast-moving, wide-ranging, and wild scenarios at the intersection of macro, geopolitical, and market movements. The underlying

NIGEL J LEWIS Feb 27, 2025

INSTRUMENTS PANEL: THEMES

“Make everything as simple as possible but no simpler” Albert Einstein “Simple can be harder than complex.” Steve Jobs One

NIGEL J LEWIS Jan 27, 2025

Financial assets are fundamentally priced relative to real interest rates. But we don’t confuse that with investors ignoring such

NIGEL J LEWIS Jan 9, 2025

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