UK CPI looks set to fall, helping growth for 2018
Macro Thoughts has been forecasting that UK CPI would peak around the year end since May, and since June, that the BOE would raise rates at their November meeting, alongside their Quarterly Inflation Report
Dear Mr Hammond,
I must regret to inform you that because the Bank of England didn't do its homework properly at the time of the Brexit vote, its panicked response of introducing a monetary policy stimulus, aimed at devaluing Sterling, has resulted in an unnecessary increase in inflation.
This error was corrected in November and, therefore, we anticipate a welcome improvement and subsequently stronger economic growth in 2018.
Yours sincerely,
Mark.
The threat of losing trade (and consequently jobs), from a still EU-friendly counterparty such as the UK, for French wine, perfume and agriculture, or German cars and white goods, must make CEOs and national leaders put pressure on negotiations to find a mutually acceptable agreement as quickly as possible. For tourism, it may already be too late for next year, as many UK holidaymakers may already have decided the cost of holidaying in Europe was too high in 2017, and be looking elsewhere for 2018 - a lesson that need not translate into industry.
www.macrothoughts.co.uk
Macro Thoughts is independently researched, directed by Keith Grindlay, drawing on his considerable experience in Fixed Income, Futures, Derivatives, Bond, Forex, Commodity and Equity Index markets and strong Global Macro investment, trading and strategy background. Extensive product knowledge across asset classes enables him to consider hedging and investment strategies that reflect expected market trends.
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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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www.macrothoughts.co.uk
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