Insights

Filters

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Read More
June 6, 2025
Qi Macro Valuation

1. Sector book-end: Healthcare vs. Inflation

2. Exploring "SellAmerica" in credit - US IG vs. EU Main

3. Geographical book-ends: VNM vs. KSA

Read More
Read More
June 2, 2025
Qi Macro Risk

S&P500:
Chilli in those tacos

Read More
Read More
June 2, 2025
Qi Macro Risk

Broadcom:
Expecting strong earnings, but macro friction is building

Read More
Read More
May 31, 2025
Qi Macro Risk

Defining Macro:
What are the 12 Macro Factors used by Qi

Watch our video #2 in partnership with Omega Point

Read More
Read More
May 30, 2025
Qi Macro Risk

US vs. RoW Equities YTD – Macro in Driver’s Seat, Not Idio Alpha

Read More
Read More
May 29, 2025
Qi Macro Valuation

1.  US-Europe decoupling
2. There's always a but…
3. Nifty already sniffing out a US-India trade deal

Read More
Read More
May 28, 2025
Qi Macro Risk

Nvidia Return Attribution Reflects Micro Optimism

Read More
Read More
May 23, 2025
Qi Macro Risk

Multiples, not Earnings, is the key driver.

Watch our video #1 in partnership with Omega Point

Read More
Read More
May 23, 2025
Qi Macro Risk

Winners vs Losers from Higher Real Rates

Read More
Read More
May 22, 2025
Qi Macro Valuation

1. Japan- End of an Era
2. US Industrials- Outperformance due a pause
3. XLP vs. XLY - which consumer bet does macro favour?
4. The Jamie Dimon trade

Read More
Read More
May 21, 2025
Qi Macro Risk

EEM’s outperformance:
Finally more than just a story on the dollar & commodities?

Read More
Read More
May 19, 2025
Qi Macro Risk

US Homebuilders - TOL

Read More