It’s not that long ago that Alphabet was being derided as the big technology firm most vulnerable to the artificial ...

Viktor Shvets, head of global desk strategy at Macquarie Capital, says that the AI bubble will not be as extreme as previous ...

From the Collections of The Henry Ford. Gift of Ford Motor Company. In the note titled "Why history matters" Macquarie's Viktor Shvets — an analyst known for his bold, and often esoteric market ...

It was looking bad there for awhile for Team Transitory. Anyone who had previously even uttered the word "transitory" in regards to inflation was regretting having used it. But lately the term is ...

Macquarie Capital strategist Viktor Shvets was one of the first to argue that pandemic-induced inflation would rapidly turn into disinflation. Drawing on the historic parallel of the 1918 Spanish Flu, ...

It may be time to throw your investment playbook out the window. According to Macquarie analyst Viktor Shvets, the new era of global economics may have made conventional mean-reversion, macro and ...

We’re in a moment of extraordinary uncertainty for the world economy. Inflation is hot. The pandemic is still with us. And of course, Russia’s invasion of Ukraine has created a host of new ...

As Europe's debt crisis worsens further, one analyst says China may be their only savior. "China is the last line of defense for the entire globe... If Europeans cannot find a way of solving the euro ...

It was looking bad there for awhile for Team Transitory. Anyone who had previously even uttered the word "transitory" in regards to inflation was regretting having used it. But lately the term is ...