CAUTIOUS CENTRAL BANKS, QUESTIONABLE DATA AND THE FUTURE OF EUROPE – HERE WE GO AGAIN
'The Bank of England moved their staff projections in line with Macro Thoughts’ forecasts, set 5 months ago; inflation for 2017 of between 2.5% and 3% and growth for 2017 and 2018 of between 1.5% and 2%... Having achieved significant profits from UK 10 year Breakeven inflation hedging and expectations of steeper curves (2y5y) at the end of 2016, Macro Thoughts considered opportunities in the currency market, considering a move back to 1.30 against the USD'.
'Negotiations during February between Greece and its bailout partners may be the start of a process that eventually sees Greece leave the single currency, potentially within the next 12 months. EU Commission President Jean-Claude Juncker has warned, ‘We will need to teach the president-elect what Europe is and how it works’. Perhaps that kind of rhetoric is what needs to change, as clearly Juncker doesn’t recognise how Europe isn’t working, or there wouldn’t be such nationalist movements across the continent, and he hasn’t yet realised that it may be the US (via the IMF) that decides the future of Europe'.
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
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.