Insights2019-03-25T15:31:28+00:00

Resco Monthly Issue 16: “We Still Have Time, Let’s Make the Most of It”

By |May 20th, 2020|Categories: Resco Monthly|Tags: , , , , , |

“When I touched the bottom, I knew I should have learned to swim” Andrew Bayer, “Tidal Wave” on Anjunabeats Among other things, Resco’s team members found [...]

Resco Monthly Issue 15: “Govt. Spending + Idle Resources ≠ Inflation”

By |April 30th, 2020|Categories: Resco Monthly|Tags: , , , , , |

“Monetary history reveals the fact that folly has frequently been paramount; for it describes many fateful mistakes. On the other hand, it would be too much [...]

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 [...]

We use cookies and third-party embeds to remember your visit and help us analyse the way you use the site. This helps Resco a lot more than it will help you, it doesn't improve your experience. You can avoid this by opening an anonymous session in your web browser. Alternatively, click ok and give consent for cookies to be used. Ok