Resco Monthly Issue 14: “From COVID-19 to COVAR-20”

By |March 14th, 2020|Categories: Resco Monthly|Tags: , , , , , |

“There are lots of things that can go wrong here. It’s possible that we’ll look back in six months and say - it’s not so bad, [...]

Resco Monthly Issue 13: “The Wipe-Out Metric”

By |February 4th, 2020|Categories: Resco Monthly|Tags: , , , , , |

Core Views: US: US curve steepening bias while remaining tactical on duration Europe: Looking to enter steepening trades, remain tactical in Italy & peripherals at current [...]

Resco Monthly Issue 12: “Mark It Zero!”

By |December 23rd, 2019|Categories: Resco Monthly|Tags: , , , , , |

“A remarkable consensus has developed among modern central bankers ... that there’s a new ‘red line’ for policy: a 2% rate of increase in some carefully [...]

Resco Monthly Issue 11: “Contagion Is Back”

By |November 19th, 2019|Categories: Resco Monthly|Tags: , , , , , |

“We need to incorporate the contagion of narratives into economic theory. Otherwise, we remain blind to a very real, very palpable, very important mechanism for economic [...]

Resco Monthly Issue 10: “The Year of 100 Cuts”

By |October 18th, 2019|Categories: Resco Monthly|Tags: , , , , , |

“Regrets are idle; yet history is one long regret. Everything might have turned out so differently.” - Charles Dudley WarnerCore Views:US: Positioned tactically with a bias for [...]

Resco Monthly Issue Nine: “Seeing The Wood For The Trees”

By |September 11th, 2019|Categories: Resco Monthly|Tags: , , , , , |

"As flies to wanton boys are we to the gods, they kill us for their sport. Soon the science will not only be able to slow down [...]

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