Macro Thoughts Ltd - US Consumers may be feeling better, despite hindrances

Report

Macro Thoughts Ltd

Keith Grindlay

EUR 100.00 For Business Accounts Only

US Consumers may be feeling better, despite hindrances

US consumers have been doing some spending, though largely due to changes made by retailers
August’s Average Hourly Earnings increase of 2.9% was largely as a result of tougher regulations
While overall agricultural exports are expected to increase, the threat of tariffs is already becoming a problem

Macro Thoughts, July 23, 2017: ‘The so-called ‘Amazon Effect’, where retail is increasingly moving from Main Street to online sales, is taking a toll on several sectors of the retail industry. Kellogg’s new supply chain model, moving away from direct store delivery to a warehouse system, has reportedly cost around 4,500 jobs, but is estimated to save Kellogg $600-$700 million by 2019’.

Macro Thoughts Ltd.

08/09/2018 6 EN

Provider

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.

www.macrothoughts.co.uk

See profile

Analysts

Keith Grindlay

Other Reports from Macro Thoughts Ltd

Keith Grindlay

Keith Grindlay

Central bank tapering - an incentive for ESG? Environmental – Social - Governance

Adopting an ESG culture will attract a more diverse investor, can cheapen debt issuance and benefit shareholders, Equities, Bonds, Currencies Environment: Climate change Carbon emissions Pollution Biodiversity Deforestation Energy efficiency Waste management Water scarcity Flooding Social: Customer satisfaction Financing Data protection and privacy Gender and ethnic diversity Employee engagement Community relations Human rights Rule of Law Labour standards Governance: Board composition Financial Authorities Central banks Audit committee structure Brib...

October 25, 2021 October 25, 2021 6 EN

Keith Grindlay

Keith Grindlay

Is it too late to address inflation? (US economic data roundup)

Central banks should be concerned how quickly the Chinese recovery is faltering, with producers bearing the brunt of higher prices.... In November 2020, Chinese 10 year yields were trading at 3.4%, but dropped to 3.15% before the end of the year, while US yields continued to rise. Following a correction to 3.3% in the first quarter, yields have since dropped to 2.85%. Since April, we have continued to favour Investment Grade Bonds over High Yields (see our April 3 report) and in June we said: ‘Equity, Investment Grade and High Yields traders will therefore need to give the appropriate due dil...

EUR 250.00

September 3, 2021 September 3, 2021 7 EN

Keith Grindlay

Keith Grindlay

Commodity prices have fallen since our May 18 report, and we expect an increase in Forex volatility, especially for Emerging Markets...

Niggling doubts...Will $3.5tn make any difference, or create another problem for the next generation? The passing of a $3.5tn US spending bill and $1tn being spent on infrastructure projects has global implications, directly and indirectly. It has global inflationary implications, and potentially raises questions for Fed policies, as such large government spending will add to inflationary pressures; what impact will it have on long end yields? Commodity prices have fallen since our May 18 report, and we expect an increase in Forex volatility, especially for Emerging Markets... According to ...

EUR 250.00

August 12, 2021 August 12, 2021 11 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

US Consumers may be feeling better, despite hindrances

Central bank tapering - an incentive for ESG? Environmental – Social - Governance

Is it too late to address inflation? (US economic data roundup)

Commodity prices have fallen since our May 18 report, and we expect an increase in Forex volatility, especially for Emerging Markets...

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe