'You may find it surprising, but Macro Thoughts warns against complacency over lower yields'
So why now, as the ECB lowers its inflation expectations, as FOMC members start to question their own decision to raise rates, and as US yields fall below 2.05%, should Macro Thoughts warn against complacency over lower yields?
- The US Government will find it increasingly difficult to sell bonds
- Has Yellen underestimated the timing of the next financial crisis?
- Pressure on US debt markets
- Central banks will watch the RBNZ for guidance
- Russia and China - struggles ahead
- Europe - Growing political risk could threaten EU unity further
- UK - Brexit optimism for consumers
- Currencies – Buying Sterling, the new safety trade?
In May, Macro Thoughts forecast UK CPI to be close to peaking, and since then inflation has fallen slightly, (from 2.9% to 2.6%). Next week, CPI data for August will be released and may be higher…. Sterling may start to increase in popularity as a safer place for investments...
As MIFID 2 nears and Fund Managers look to resolve their business plan to comply, Macro Thoughts can be the ideal, cost-effective way to not only comply, but to enhance your offering to clients.
www.macrothoughts.co.uk
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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