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- Webinar Fri 23 Jan 1430 Lon / 0930 NY
- Street forecasts for 2026 show a remarkable consensus
- This is completely at odds with elevated real-world uncertainty
- The gap reflects markets’ struggle to price potential for regime change as institutions and assets are pushed towards breaking points
- The trick for investors is to find positions which are robust to regime change before it becomes everyone’s forecast
- Open to clients with Group Webinar or One-on-One subscriptions, and to the press
- Our favourite US capital flight chart analytics
- Updated as of date above
- Valuation & positioning metrics for USTs, USD and gold
- Now with added high-frequency charts
- Up-to-date snapshot of the most important flows & liquidity metrics
- CB liquidity vs multiple markets
- Private vs central bank credit
- Mutual fund+ETF flows
- CB balance sheet details
