Research & Insights

Global Macro Outlook 2020

July 1, 2020
Lewin Hafner
The markets are entering a new cycle following excessive monetary and fiscal policy, which will likely result in higher-than-average inflation. Read my latest research piece where I further analyze the dynamics at work and lay out actionable trading and investment insights.
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July 1, 2020
Lewin Hafner

Global Macro Outlook 2020: An Assessment of Credit Cycles, Debt, Monetary Tectonics and arising Opportunities

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May 2020
Lewin Hafner

Macro Foreign Exchange May 2020: Dollar Asset Allocation and Trading Plan

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Lewin Hafner | Zurich, Switzerland