Global Economy

Temporary slowdown

It is too early to position oneself for late-cycle trades

Markets

International Strategy

Above-trend growth and ample liquidity are supporting stock markets and reflation-driven trading

Double espresso

The Process

The Importance of Comparing Apples to Apples and Pears to Pears

The drone delivery business is taking off

With 150,000 deliveries under its belt, Zipline continues to expand

July 9, 2021 - 5 years
Elon Musk's multibillion-dollar bet

The satellite internet company will need to invest between US$5.00 billion and US$10.00 billion before achieving positive cash flow

July 9, 2021 - 5 years
Have sales of vehicles with internal combustion engines peaked?

EV sales in 2025 will account for 16% of total global vehicle sales

July 9, 2021 - 5 years
The World of Energy at a Glance

Where does the energy that drives us come from?

July 9, 2021 - 5 years
Inventory Matters

Liquidity, Consumption, and Inflation

July 9, 2021 - 5 years