Bear necessity!
Macro Thoughts has recently discussed the prospect of a new trend in bond markets that may be multi-year, but not because of expectations of sharply higher inflation, and is not convinced the bond markets are about to enter any decade long Bear market. But central banks and regulations have created a problem for indebted governments, as liquidity in markets has contracted to such an extent that appetite for increased sovereign debt will not be enough to meet increased supply and therefore rates may need to rise for these bonds to become more attractive.
Despite the Fed’s spreadsheet economics, US households’ economies are still stressed and they could be about to get worse. Some inflation is feeding through, though this is in essential items, (food prices are about to rise globally), which may impact negatively on discretionary spending...
Macro Thoughts has recently warned against complacency over low yields and forecast a multi-year trend move beginning over the next 3 to 6 months, resulting in higher price volatility....
www.macrothoughts.co.uk
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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