Report
Keith Grindlay
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Myths, legends and theories belong in the classroom.

There is a difference between classroom theory and having the ability to act. Alexander the Great would never claim to be a philosopher or a poet and Aristotle would never consider leading an army to war, though may discuss it on occasion. So when economic theorist John Taylor is considered, not just to become a Fed governor, but to Chair the Fed, then markets have a right to be nervous.

Economic myths suggest flattening of curves should be a signal markets are beginning to price an imminent slowdown, though curve flattening is more often caused by anticipation of central bank tightening, causing the front end to increase – though admittedly, invariably markets price too much and central banks raise one too many times.

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Macro Thoughts Ltd
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.

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Keith Grindlay

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