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

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 [...]

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