Macquarie’s Viktor Shvets warns that investors’ calm relies on a quick end to the Iran war – a gamble that ignores deeper, structural geopolitical risks.

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent ...

The economic cycles we’ve seen throughout history may be a thing of the past. That means no more deep recessions and no dramatic recoveries; the economy will almost always exist somewhere in between.

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent ...

The current rotation away from growth into cyclicals might not be sustainable but could offer a window of opportunity into future winners, according to a Macquarie Desk Strategy report. Strategists ...

Viktor Shvets, Head of Global Desk Strategy at Macquarie Capital, says the recent tariff deals the U.S. has struck with other nations have given the markets something to cheer about, but he questions ...

Investors should be prepared for some further "aftershocks" following last week's market turbulence, but a major market breakdown appears unlikely, argued Viktor Shvets, head of global desk strategy ...

Viktor Shvets of Macquarie Capital says that even if the U.S. and China were to reach a deal on tariffs, it would only be temporary and that market signals are not conveying anything meaningful at the ...

Viktor Shvets, head of global desk strategy at Macquarie Capital says that there will be a lot of chaos in the markets initially following Trump's inauguration, but ultimately his second term will be ...

Most Trump trades are non-existent and do not work: Macquarie Capital Viktor Shvets, head of global desk strategy at Macquarie Capital says the frequent and rapid shifts in U.S. policies makes the ...