Report
Keith Grindlay

US GDP - Economic alarm bells will start to ring.

​The bells that will start to ring are not Christmas bells, or the ringing of shop tills; they are alarm bells, as the reaction of markets will again tighten financial conditions globally and will have an immediate, negative impact on economies, even before Trump takes office on January 20....US growth for the first quarter of 2017 could be negative....

In the first half of the year, Macro Thoughts started highlighting Europe as being at greatest risk of political change, warning that Brexit and Trump’s election may just be the beginning of 18 months of political upheaval.... At the end of May, Macro Thoughts highlighted Relative Value positions that priced Spanish bond underperformance against Italian bonds, as it was felt that, after the June Spanish election, focus would turn...

 

 

 

 

Provider
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.

www.macrothoughts.co.uk

Analysts
Keith Grindlay

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