Macro Thoughts Ltd - While Rome burns, central banks fiddle. Fearing Q3 Growth collapse.

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Macro Thoughts Ltd

Keith Grindlay

While Rome burns, central banks fiddle. Fearing Q3 Growth collapse.

While former FOMC governor Bernanke can joke that economies could reach a ‘Wile E Coyote’ moment, expecting the US economy to fall off a cliff in 2020, the spread of the slowdown that started in Asia at the end of 2017 has been accelerating, with central banks globally trying to put out fires, and since the ‘ACME’ ton weight of economic problems has been falling with increasing speed towards the Road Runner of the world’s economies for some time now, it may already be too late to escape the impact.

www.macrothoughts.co.uk

08/06/2018 6 EN

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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

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Keith Grindlay

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While Rome burns, central banks fiddle. Fearing Q3 Growth collapse.

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...

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