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Deep-Dives | Curated insights across markets, macros, history & more

Deep-DivesGlobalCurated insights across markets, macros, history, and intelligenceShowing 22 of 22

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-DivesGlobalShowing 22 of 22

BlackRock’s Hambro on Gold, Oil and the Next the Commodity Cycle | Bloomberg Podcasts

> "There is likely to be this rotation of capital back towards areas that are geopolitically important, industrially important, and are kind of the backbones of the global economy, away from areas that maybe have some threats to their business model." - **Evy Hambro** [[00:14:05](https://youtu.be/yjJPCuKwhp4?si=jxi-Q6gIkk2Swdy3&t=0h14m5s)] > "You know the ongoing devaluation of paper currencies... means more…

Mar 31, 2026·Blackrock

https://www.apolloacademy.com/us-housing-outlook-higher-mortgage-rates-not-helpful/

US Housing Outlook: Higher mortgage rates not helpful (March 2026) | Apollo

Mar 30, 2026·Apollo

https://www.linkedin.com/posts/heysidjain_privatecredit-growth-risk-activity-7422862291164938240-PzEV?utm_source=share&utm_medium=member_desktop&rcm=ACoAABKJZWQBp1v6I_pF8ZjndOu1JQGb3Xcz2Gk

*Private credit AUM for some of the largest players. It's grown ~4x in the last 7 years. #Gain*

Mar 28, 2026·Private Credit

https://assets.jpmprivatebank.com/content/dam/jpm-pb-aem/global/en/documents/the-march-view.pdf

*The Global Investment Strategy View | March 2026 | J.P. Morgan*

Mar 27, 2026·Report

Fighting Words: The Energy Transition in 2026 | Michael Cembalest | J.P.Morgan | Report

**1. TL;DR** - Downgrade pure-play energy transition momentum: Renewables and EVs face severe economic friction, as solar-plus-storage remains structurally more expensive than natural gas baseload, and reduced Trump Administration subsidies threaten to stall US decarbonization efforts (p. 2). **2. Key Findings**

Mar 15, 2026·Commodities

https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/the-beat/43274.pdf?1773521045155

*The BEAT: Q1 2026 - March | Quarterly Global Market and Asset Allocation Guide #MorganStanley #Report*

Mar 14, 2026·Morgan Stanley

A Crude Awakening | March 2026 | Jeff Currie (Carlyle) | Report

> **Jeff Currie**: "In my latest paper, co-authored with [James Gutman](https://www.linkedin.com/in/james-gutman-bb706689/), we examine how vulnerabilities in key transit routes such as the Strait of Hormuz could reshape supply expectations, shift risk premia, and affect broader macro conditions. Incremental production elsewhere offers only partial offsets, and structural geopolitical pressures will persist." "Oil…

Mar 14, 2026·Carlyle

https://markets.jpmorgan.com/research/open/url/4BAEMvPcHByt1Ar8jx0uQFEsi8uKuEhhq6AvdYeP68L3zlARW9sVIQDurj46KuGw_qadeQzrTqmXoKMz_gqGCxUK1wujYqB2zFMPTdFpaqx9yPZ5oLIEW7nqTo4hNYL1gAbZ05l0crAUknvd3shGEPv6YYlc2FU?forcePdf=1

*JP Morgan: Initiatives and instruments for payments autonomy*

Mar 1, 2026·J P Morgan

https://markets.jpmorgan.com/research/open/url/4BAEMvPcHByt1Ar8jx0uQFEsi8uKuEhhq6AvdYeP68L3zlARW9sVIQDurj46KuGw_qadeQzrTqmXoKMz_gqGCxUK1wujYqB2zFMPTdFpaqx9yPZ5oLIEW7nqTo4hNYL1gAbZ05l0crAUknvd3shGEPv6YYlc2FU?forcePdf=1

*Debt, Deficits & Global Imbalances: Are Capital Controls Back on the Table? J.P Morgan*

Mar 1, 2026·JP Morgan

The BEAT™: From Chaos To Clarity - Themes to Invest In | Feb 2026 | Jim Caron | Morgan Stanley

*Image Source: MSIM Portfolio Solutions Group as of February 15, 2026* Excerpt: > MS: For the past few generations, we have been living in a post-Bretton Woods financial era. If you ever took an economics course, you likely heard about Bretton Woods, NH, where in 1944 allied nations came together to decide on a post-war order designed to rebuild global economies. Since the U.S. would clearly emerge as the…

Mar 1, 2026·Equity

Untitled fe2c39

*The BEAT™: From Chaos To Clarity - Themes to Invest In | Morgan Stanley*

Mar 1, 2026·The BEAT

https://rsch.baml.com/access?q=remgLeeMvls

*10 Micro Themes for 2026: Acquisitions and AI are just the beginning | Global Research Marketing | BofA*

Mar 1, 2026·Outlook 2026

https://media.licdn.com/dms/document/media/v2/D4E1FAQFbpxS_-DDlPg/feedshare-document-pdf-analyzed/B4EZyisyDKHkAY-/0/1772256176409?e=1773273600&v=beta&t=WsvrA99Zx3kV9fi-9LTHfgaxbSQhvDgOjMCv_BtjsJM

*The Hausblick Macro Outlook Germany | Deutsche Bank | Report*

Mar 1, 2026·Germany

https://media.licdn.com/dms/document/media/v2/D4E1FAQGy3WKT8eK93Q/feedshare-document-pdf-analyzed/B4EZyfpD85JgAY-/0/1772204869234?e=1773273600&v=beta&t=rvpc-f523I2Rk7-LI1c3PP3xkaO4iDkGljqh5O68h_M&acrobatPromotionSource=linkedin_chrome-post_view

*Macro Themes for 2026| Guggenheim Investments | Report*

Mar 1, 2026·Guggenheim Investments

https://advisor.morganstanley.com/scott.altemose/documents/field/s/sc/scott-a--altemose/GIC-M-FEB-2026.pdf

*GIC InsightsMonthly Perspectives – February 2026 | Morgan Stanley*

Mar 1, 2026·Morgan Stanley

Untitled fe27f0

*Invesco | Tactical Asset Allocation — February 2026 Strategy & Insights*

Mar 1, 2026·Invesco

3 Investing Principles And Why They Signal International Markets for 2026 | 19 Feb 2026 | RBA

**The Three Core Investing Principles** The report grounds its outlook in three "tried and true" principles that dictate long-term market performance: - **Earnings Growth as the Driver:** It is the *growth* of earnings, rather than the absolute level, that dictates equity performance. - **Capital Scarcity:** Return on Invested Capital (ROIC) is historically highest in areas where capital is scarce. - **Cycle…

Feb 22, 2026·Equity

https://media.licdn.com/dms/document/media/v2/D4E1FAQE2iTUiwUaZQg/feedshare-document-pdf-analyzed/B4EZx2cAo6JcAY-/0/1771513581883?e=1772668800&v=beta&t=4kkHA-i1tgziVelNVMn7l6F-Gd5K8KtjnMIUbUnSRMU

*Future of Europe series Eurobonds – A window of opportunity for a strategic necessity | Allianz Research | 19 February 2026 | Report*

Feb 22, 2026·Europe

The Boost From the Hard Assets Rotation | Goldman Sachs Research | Commodities | 8 February 2026

> "**High for longer**. Our analysis suggests that the investor rotation in hard assets can keep several metals prices high for longer, including above what physical fundamentals justify, which we think is the case right now for copper." **Overview** > This report analyzes the impact of the "**Hard Assets Rotation**"—a shift where active investors move capital from "**soft assets**" (equities and bonds) into…

Feb 19, 2026·Commodities

Monthly Checkpoints | BNY Investment

*#BNY Monthly Checkpoints*

Feb 17, 2026·BNY

https://www.deloitte.com/lu/en/services/consulting-financial/research/art-finance-report.html

*Top 25 artists | # 9th Deloitte Private and ArtTactic Art & Finance Report*

Feb 6, 2026·Art

https://www.deloitte.com/lu/en/services/consulting-financial/research/art-finance-report.html

*# 9th Deloitte Private and ArtTactic Art & Finance Report*

Feb 6, 2026·Art

Blackrock Commodities Crude Oil & Energy

+77 more tags

Finance Gold & Silver Investing Macro / Economics Markets & Investments Podcast Wall Street

BlackRock’s Hambro on Gold, Oil and the Next the Commodity Cycle | Bloomberg Podcasts

"There is likely to be this rotation of capital back towards areas that are geopolitically important, industrially important, and are kind of the backbones of the global economy, away from areas that maybe have some threats to their business model." - Evy Hambro [00:14:05]

"You know the ongoing devaluation of paper currencies... means more…

View Full Article

UJ

Mar 31, 2026

Private Credit Risk Credit

Commodities Crude Oil & Energy

Morgan Stanley Report The BEAT

Carlyle Commodities

J P Morgan De-dollarization Report

JP Morgan Report Finance

Equity Finance Macro / Economics

The BEAT Report Morgan Stanley

+77 more tags

Outlook 2026 Themes Macro

+66 more tags

Guggenheim Investments Outlook 2026 Macro Themes

Equity Finance Investment

Europe Fixed Income Bonds

Commodities Crude Oil & Energy Energy

BNY Finance Macro / Economics

Art Finance Report

Art Finance Alternatives

Housing

+77 more tags

Finance Wall Street Macro / Economics Report, Blogs & Insights Markets & Investments Monetary Policy Fixed Income

https://www.apolloacademy.com/us-housing-outlook-higher-mortgage-rates-not-helpful/

US Housing Outlook: Higher mortgage rates not helpful (March 2026) | Apollo

View Full Article

UJ

Mar 30, 2026

+4

4 more tags

Finance Wall Street Report, Blogs & Insights Markets & Investments

https://www.linkedin.com/posts/heysidjain_privatecredit-growth-risk-activity-7422862291164938240-PzEV?utm_source=share&utm_medium=member_desktop&rcm=ACoAABKJZWQBp1v6I_pF8ZjndOu1JQGb3Xcz2Gk

Private credit AUM for some of the largest players. It's grown ~4x in the last 7 years. #Gain

View Full Article

UJ

Mar 28, 2026

J P Morgan

+77 more tags

Finance Wall Street Macro / Economics Report, Blogs & Insights Markets & Investments Equity Fixed Income

https://assets.jpmprivatebank.com/content/dam/jpm-pb-aem/global/en/documents/the-march-view.pdf

The Global Investment Strategy View | March 2026 | J.P. Morgan

View Full Article

UJ

Mar 27, 2026

Energy

+55 more tags

Finance Macro / Economics Report Report, Blogs & Insights Wall Street

Fighting Words: The Energy Transition in 2026 | Michael Cembalest | J.P.Morgan | Report

1. TL;DR

Downgrade pure-play energy transition momentum: Renewables and EVs face severe economic friction, as solar-plus-storage remains structurally more expensive than natural gas baseload, and reduced Trump Administration subsidies threaten to stall US decarbonization efforts (p. 2).

2. Key Findings

View Full Article

UJ

Mar 15, 2026

+7

7 more tags

Investing Finance Wall Street Macro / Economics Report, Blogs & Insights Markets & Investments Equity

https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/the-beat/43274.pdf?1773521045155

The BEAT: Q1 2026 - March | Quarterly Global Market and Asset Allocation Guide #MorganStanley #Report

View Full Article

UJ

Mar 14, 2026

Crude Oil & Energy

+88 more tags

Energy Finance Jeff Currie Macro / Economics Oil Report Report, Blogs & Insights Wall Street

A Crude Awakening | March 2026 | Jeff Currie (Carlyle) | Report

Jeff Currie: "In my latest paper, co-authored with James Gutman, we examine how vulnerabilities in key transit routes such as the Strait of Hormuz could reshape supply expectations, shift risk premia, and affect broader macro conditions. Incremental production elsewhere offers only partial offsets, and structural geopolitical pressures will persist." "Oil…

View Full Article

UJ

Mar 14, 2026

+6

6 more tags

Finance Wall Street Macro / Economics Report, Blogs & Insights Markets & Investments Currencies & FX

https://markets.jpmorgan.com/research/open/url/4BAEMvPcHByt1Ar8jx0uQFEsi8uKuEhhq6AvdYeP68L3zlARW9sVIQDurj46KuGw_qadeQzrTqmXoKMz_gqGCxUK1wujYqB2zFMPTdFpaqx9yPZ5oLIEW7nqTo4hNYL1gAbZ05l0crAUknvd3shGEPv6YYlc2FU?forcePdf=1

JP Morgan: Initiatives and instruments for payments autonomy

View Full Article

UJ

Mar 1, 2026

+5

5 more tags

Wall Street Macro / Economics Report, Blogs & Insights Markets & Investments US

https://markets.jpmorgan.com/research/open/url/4BAEMvPcHByt1Ar8jx0uQFEsi8uKuEhhq6AvdYeP68L3zlARW9sVIQDurj46KuGw_qadeQzrTqmXoKMz_gqGCxUK1wujYqB2zFMPTdFpaqx9yPZ5oLIEW7nqTo4hNYL1gAbZ05l0crAUknvd3shGEPv6YYlc2FU?forcePdf=1

Debt, Deficits & Global Imbalances: Are Capital Controls Back on the Table? J.P Morgan

View Full Article

UJ

Mar 1, 2026

+6

6 more tags

Markets & Investments Morgan Stanley Report Report, Blogs & Insights The BEAT Wall Street

The BEAT™: From Chaos To Clarity - Themes to Invest In | Feb 2026 | Jim Caron | Morgan Stanley

Image Source: MSIM Portfolio Solutions Group as of February 15, 2026

Excerpt:

MS: For the past few generations, we have been living in a post-Bretton Woods financial era. If you ever took an economics course, you likely heard about Bretton Woods, NH, where in 1944 allied nations came together to decide on a post-war order designed to rebuild global economies. Since the U.S. would clearly emerge as the…

View Full Article

UJ

Mar 1, 2026

Outlook 2026 Finance Wall Street Macro / Economics Report, Blogs & Insights Markets & Investments Equity

Untitled fe2c39

The BEAT™: From Chaos To Clarity - Themes to Invest In | Morgan Stanley

View Full Article

UJ

Mar 1, 2026

Report Finance Wall Street Report, Blogs & Insights Macro / Economics Monetary Policy

https://rsch.baml.com/access?q=remgLeeMvls

10 Micro Themes for 2026: Acquisitions and AI are just the beginning | Global Research Marketing | BofA

View Full Article

UJ

Mar 1, 2026

Macro

+77 more tags

Report Finance Wall Street Macro / Economics Report, Blogs & Insights Markets & Investments Europe

https://media.licdn.com/dms/document/media/v2/D4E1FAQFbpxS_-DDlPg/feedshare-document-pdf-analyzed/B4EZyisyDKHkAY-/0/1772256176409?e=1773273600&v=beta&t=WsvrA99Zx3kV9fi-9LTHfgaxbSQhvDgOjMCv_BtjsJM

The Hausblick Macro Outlook Germany | Deutsche Bank | Report

View Full Article

UJ

Mar 1, 2026

+66 more tags

Report Finance Wall Street Macro / Economics Report, Blogs & Insights Monetary Policy

https://media.licdn.com/dms/document/media/v2/D4E1FAQGy3WKT8eK93Q/feedshare-document-pdf-analyzed/B4EZyfpD85JgAY-/0/1772204869234?e=1773273600&v=beta&t=rvpc-f523I2Rk7-LI1c3PP3xkaO4iDkGljqh5O68h_M&acrobatPromotionSource=linkedin_chrome-post_view

Macro Themes for 2026| Guggenheim Investments | Report

View Full Article

UJ

Mar 1, 2026

Report

+55 more tags

Wall Street Macro / Economics Report, Blogs & Insights Markets & Investments Equity

https://advisor.morganstanley.com/scott.altemose/documents/field/s/sc/scott-a--altemose/GIC-M-FEB-2026.pdf

GIC InsightsMonthly Perspectives – February 2026 | Morgan Stanley

View Full Article

UJ

Mar 1, 2026

Finance

+55 more tags

Wall Street Macro / Economics Report, Blogs & Insights Markets & Investments Equity

Untitled fe27f0

Invesco | Tactical Asset Allocation — February 2026 Strategy & Insights

View Full Article

UJ

Mar 1, 2026

+6

6 more tags

Macro / Economics Markets & Investments RBA Report Report, Blogs & Insights Wall Street

3 Investing Principles And Why They Signal International Markets for 2026 | 19 Feb 2026 | RBA

The Three Core Investing Principles

The report grounds its outlook in three "tried and true" principles that dictate long-term market performance:

Earnings Growth as the Driver: It is the growth of earnings, rather than the absolute level, that dictates equity performance.
Capital Scarcity: Return on Invested Capital (ROIC) is historically highest in areas where capital is scarce.
**Cycle…

View Full Article

UJ

Feb 22, 2026

+6

6 more tags

Report Finance Wall Street Macro / Economics Report, Blogs & Insights Markets & Investments

https://media.licdn.com/dms/document/media/v2/D4E1FAQE2iTUiwUaZQg/feedshare-document-pdf-analyzed/B4EZx2cAo6JcAY-/0/1771513581883?e=1772668800&v=beta&t=4kkHA-i1tgziVelNVMn7l6F-Gd5K8KtjnMIUbUnSRMU

Future of Europe series Eurobonds – A window of opportunity for a strategic necessity | Allianz Research | 19 February 2026 | Report

View Full Article

UJ

Feb 22, 2026

+10

10 more tags

Finance Gold Gold & Silver Goldmans Sachs Macro / Economics Markets & Investments Oil Report Report, Blogs & Insights Wall Street

The Boost From the Hard Assets Rotation | Goldman Sachs Research | Commodities | 8 February 2026

"High for longer. Our analysis suggests that the investor rotation in hard assets can keep several metals prices high for longer, including above what physical fundamentals justify, which we think is the case right now for copper."

Overview > This report analyzes the impact of the "Hard Assets Rotation"—a shift where active investors move capital from "soft assets" (equities and bonds) into…

View Full Article

UJ

Feb 19, 2026

+5

5 more tags

Macros Markets & Investments Report Report, Blogs & Insights Wall Street

Monthly Checkpoints | BNY Investment

#BNY Monthly Checkpoints

View Full Article

UJ

Feb 17, 2026

+6

6 more tags

Deloitte Wall Street Macro / Economics Report, Blogs & Insights Markets & Investments Alternatives

https://www.deloitte.com/lu/en/services/consulting-financial/research/art-finance-report.html

Top 25 artists | # 9th Deloitte Private and ArtTactic Art & Finance Report

View Full Article

UJ

Feb 6, 2026

+5

5 more tags

Report Wall Street Macro / Economics Report, Blogs & Insights Markets & Investments

https://www.deloitte.com/lu/en/services/consulting-financial/research/art-finance-report.html

# 9th Deloitte Private and ArtTactic Art & Finance Report

View Full Article

UJ

Feb 6, 2026