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Macro / Strategy Analysis / Equity
- MV weekly brief - a fast track look at market movers and key events across the GM space this week. by Macro Vigilance
- Consumers on the sidelines of the recovery, but for how long? by Richesflores Research
- Corporate debt can be rolled indefinitely Personal debt cannot by Economic Perspectives
- US Monetary Policy Faces Uncertain End Game with Looming Fed Personnel Changes by Desaque Macro Research
- Quantitative Tightening by Economic Perspectives
- War crimes allegations overshadowed by Fonseka (Vol. 7, No. 31 & 32) by Verité Research
- Nigerian Inflation – A word on recent flood disaster by ARM Securities Limited
- MOSL: ECOSCOPE-August inflation doesn’t dampen case for rate cut-Monetary policy support necessary to revive weak economic activity by Motilal Oswal
- La lettre d'Eric Galiègue by Valquant
- U.S. Retail Sales Unexpectedly Fell 0.2% in August by RDQ Economics
- Weekly Macro Brief: Fed QE wind-down announcement next week, BoE to hike in coming months by RDQ Economics
- MOSL: ECOSCOPE-CAD at four-year high in 1QFY18-However, surge in financial inflows leads to USD11.4b addition to forex reserves by Motilal Oswal
- Inflation, les européens sur le qui-vive. La FED viendra-t-elle calmer le jeu ? by Richesflores Research
- How to play the rise in commodity prices by LCV Research (Les Cahiers Verts de l'Économie)
- SLFPer removed: A carrot and stick approach? (Vol. 7, No. 33) by Verité Research
- S&P500 Operating EPS Significantly Overstates Improvements in US Corporate Profits by Desaque Macro Research
- Fed Left Rates Unchanged and Announced the Start of Balance Sheet Wind Down by RDQ Economics
- Au rythme où évoluent les PMI, la BCE pourrait bien, elle aussi, nous parler de surchauffe… by Richesflores Research
- Weekly Macro Brief: Markets post the Fed, fiscal news coming by RDQ Economics
- Twelve months since central banks started to tighten the screws. Fearing the Fed’s balance sheet reduction. by Macro Thoughts Ltd
- MV weekly brief (week ending 22 Sep 2017) - a fast track look at market movers and key events across the GM space this week. by Macro Vigilance
- Long-yield conundrum - really? by Richesflores Research
- The global inflation trend switched direction in 2016 by Economic Perspectives
- New York Fed Staff Move Underlying Inflation Gauge to Prime Time by RDQ Economics
- Rohingya refugees: victims or extremists? (The Media Analysis Vol.7 No. 34) by Verité Research