Report
Keith Grindlay
EUR 26.12 For Business Accounts Only

A trade war hasn’t necessarily started, yet data is substantiating the fear of an Asian slowdown

Since the latter part of 2017, Macro Thoughts has been warning of a broad based economic deceleration in Asia and now weakness in Indonesia, Malaysia, South Korea and Singapore is also being seen in the data of the larger economies of India, Australia, Japan and China.

Over the next decade, as a result of tax cuts, US Treasury issuance is expected to increase by around $1tn. If China is specifically targeted, they could retaliate, not just by reducing their US bond purchases, but by selling US Treasuries.

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Macro Thoughts Ltd
Macro Thoughts Ltd

Since 2012, top tier global Hedge, Pension, Investment and Insurance Fund managers, as well as corporates and private individuals, have benefited from Macro Thoughts’ proven insight, market commentary, hedging, and investment strategies to leverage opportunities, with positive returns on over 75% of strategies, producing double digit returns for our clients over consecutive years.

Macro Thoughts is independently researched and draws on extensive macroeconomic and market experience gained in Fixed Income, Futures, Derivatives, Bond, Forex, Commodity and Equity Index markets and from strong Global Macro investment, risk taking and strategy backgrounds. Far-reaching product knowledge across asset classes enables us to consider hedging and investment strategies that reflect our expected market trends. Macro Thoughts is directed by Keith Grindlay, whose experience spans, somewhat uniquely, both the buy and sell side, having managed trading and investment desks at top tier institutions, ensuring all strategies are evaluated for risk/reward and the optimal instrument(s) for best leveraging the strategy suggested are employed.

Globally recognised for strong analytical skills, aligned with a particular aptitude for anticipating global economic events ahead of the majority of commentators, Macro Thoughts’ independent fundamental economic research and analysis and resultant strategies have a track record that assures exceptional results, with a service that surpasses the model of bank-supplied, partisan research and stands out from the general contributions on platforms that your clients and peers already have access to. The support and value offered by Macro Thoughts, delivering written research and analysis, presentations and consulting services, is backed by decades of macroeconomic and market experience and can be tailored to your specific requirements.

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www.macrothoughts.co.uk

Analysts
Keith Grindlay

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