Independent research, delivered weekly

Macro, energy, rates & equity

CQV Capital publishes institutional-grade research on global markets from an oil and equity trader and a macro analyst.

Macro

Global macro analysis covering cycles, policy, and market implications for decision-makers.

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Energy

Specialized research on energy markets, sector drivers, and scenario-based positioning.

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Rates

In-depth analysis of interest rate dynamics, central bank policy, and fixed income positioning.

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Equity

Equity research focused on sector rotation, valuation frameworks, and earnings-driven opportunities.

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