Why is it the UK is the only G10 country struggling with too high inflation?
On May 19, Macro Thoughts asked the question, ‘Is Recession imminent in the UK, or is Inflation peaking?’ arguing that globally inflation is peaking, but that this should not stop the Bank of England taking back their stimulus introduced after Brexit, as it has caused more harm than good. If the BOE can support Sterling rather than devalue it, then the UK economy can quickly recover, and lower inflation will lead to stronger growth.
One off factors have impacted negatively on UK GDP over the first half of the year, but as I forecast in May, inflation appears to have peaked....But if Sterling is allowed to fall, inflation will increase and more UK corporates will be open to hostile take overs and mergers, which will not be good for the UK in the long run.
www.macrothoughts.co.uk
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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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