GTI 200
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Alpha Drought
Issue 84 * Big stocks prop up the market * Bond yields remain a concern * Thinnest leadership since Global Trends began in
Kit Winder
Kit started his career as an equity analyst focused on the energy transition. He is passionate about conducting deep research and delivering those insights to the benefit of our clients.
Latest
GTI 200
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The Summer Lull Is Over
Issue 82; * Breadth is deteriorating again * Warsh could raise rates this week * Sanctuary in oil “Global Trends tracks where global
GTI 200
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Rotation Slows
Issue 81; * Bond yields keep rising * Mixed outlook in Latin America * Rotation slows “Global Trends tracks where global momentum is
GTI 200
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The AI Bounce Is Over (Already)
Issue 79; Charlie is away, so today’s issue looks a little different. Normal service resumes next week. * The Tech
GTI 200
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Spreading the Love
Issue 78; * Technology rebounds, large-caps and defensives ease back. * Slump in Emerging Markets. * What don’t we know about
GTI 200
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Wafer Thin
Issue 77; * Market breaks higher on a weaker dollar. * Utilities nosedive. * Rotation continues, but the leaders bounce. “Global Trends tracks
The Invisible Rotation
Issue 76; * Dollar drop lifts world index * AI trade weakens tech, while software and defensives rise * The rotation drives Bear
GTI 200
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Rates Surge
Issue 75; * Financials take the lead as yields rise. * Insurance companies are in the sweet spot. * The jaws keep closing.
