ANALYSIS

Analysis features an integral part of the Exclusive Capital research team. In addition to the spontaneous fundamental insights our experts provide, in-depth analysis is one major element that our experts apply.

21 Jul 2021

ANALYSIS

Market sell-off as “Delta” variant threatens global growth recovery

Global financial markets have started the week with significant losses as growing concerns over the impact of the “Delta” variant on global economic recovery, have...

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20 Jul 2021

ANALYSIS

Economic Sustainability

Up to about 50 years ago, inflation was the main worry of central banks, primarily because high inflation eroded consumer purchasing power. Today however this has...

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30 Jun 2021

ANALYSIS

Is peak inflation behind us?

You have probably heard the phrase buy the rumor sell the news. Well, the rumor for a while now has been inflation, and the news is that we are seeing very strong inflationary pressures. At least...

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29 Jun 2021

ANALYSIS

Global markets post strong H1 gains ahead of a rocky H2, 2021

Massive pandemic-relief fiscal spending, the progress with vaccination programs, and the low-interest rate environment have been boosting financial assets around the...

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24 Jun 2021

ANALYSIS

Fed still supportive, but caution is warranted

The Fed last week basically told us what most of us suspected. First, the Fed was optimistic about economic growth, while anticipating higher inflation, while stressing...

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16 Jun 2021

ANALYSIS

Who is right about inflation?

May CPI in China came in about 1.3%, below the average estimate of 1.6%. This was mostly due to weak pork prices. Please note the CPI Index in China is heavily geared towards food. The producer price...

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