If you talk gloom and doom loudly enough...
​ The UK relies on confidence to encourage investment, not panic, and a central bank’s responsibility is to the economy as a whole.
No Northern Rock or Lehman moments, and Corporate UK is still open for business....it can adapt to new economic conditions (including cutting Corporation Tax). ....yet if you talk gloom and doom loudly enough, eventually you get believed....Carney talks of Brexit infecting the UK economy, but before calling out the ambulance, the UK does not have a gunshot wound – it’s a bad scratch, but if you pick at it long enough it will bleed and become infected. Carney is scratching it with a wire brush.
Globally economies have deteriorating since mid 2014...US generic 10 year yields reach Macro Thoughts target set at the end of 2015...
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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