Markets have suddenly woken up to the risks from Italy and again the security of expecting the ECB can act is being brought into question, a risk Draghi has tried to avoid with Greece ending its bailout in August.
Macro Thoughts, March 16, 2018, entitled ‘Six months to form a German coalition - will Italian and Greek elections force change in Europe?’ warned,‘Such an alliance (between The League and M5S), could have consequences for Italian debt markets, despite the Euro-scepticism of both parties being played down. Macro Thoughts has warned that the result of the Italian election may be as significant to the EU as a win for Le Pen was feared to be.’
Having proposed Europe could be the bellwether for the global economy, Macro Thoughts, May 23, 2018 asked, ‘Could EURUSD really fall to parity?’
Macro Thoughts Ltd
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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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