Macro Thoughts Ltd - As the Asian slowdown continues, the BOJ may be set to relax policies; Pakistan is potentially the next domino to fall, whilst Asian leaders dole out the cash

Report

Macro Thoughts Ltd

Keith Grindlay

EUR 100.00 For Business Accounts Only

As the Asian slowdown continues, the BOJ may be set to relax policies; Pakistan is potentially the next domino to fall, whilst Asian leaders dole out the cash

The Japanese economy weakened during H1 2018, therefore markets may be wrong about the BOJ’s intentions.

Pakistan goes to the polls, and their economy may yet follow those of Argentina and Turkey, while Indonesia, once the darling of EM, has seen its currency fall for five straight months, despite intervention.

While markets concentrate on Trump’s trade tariffs, they miss the point - it is China that is dictating market moves, and their authorities have needed to act to prevent a sharp deceleration in domestic demand, not trade.

Meanwhile, India cuts taxes ahead of next year’s elections.

29/07/2018 6 EN

Provider

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.

Member of the Royal Economic Society & EuroIRP, the European Association of Independent Research Providers.

www.macrothoughts.co.uk

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Keith Grindlay

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As the Asian slowdown continues, the BOJ may be set to relax policies; Pakistan is potentially the next domino to fall, whilst Asian leaders dole out the cash

Central bank tapering - an incentive for ESG? Environmental – Social - Governance

Is it too late to address inflation? (US economic data roundup)

Commodity prices have fallen since our May 18 report, and we expect an increase in Forex volatility, especially for Emerging Markets...

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