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Category Archive

Bring in the changes Macro Thoughts’ End of Year Review & Future Expectations

Keith GrindlayJanuary 4, 2021Bank of England, Bank of Japan, Biden, bonds, Brexit, China, Commodities, Consumer, Coronavirus, Credit, Debt, Deflation, Dollar, Equities, Europe, European Central Bank, Federal Reserve, Food, Foreign Exchange, India, Inflation, Japan, oil, Producer Inflation, Trade, Trump, UK, unemployment, United States, USD, Volatility

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Macro Thoughts’ half-year review and expectations for 2019

Keith GrindlayJune 29, 2019Amazon, Australia, bonds, Brexit, Central Banks, China, Commodities, Credit, Currencies, Debt, Dollar, Emerging Markets, Equities, Europe, European Central Bank, Federal Reserve, France, GDP, germany, italy, Manufacturing, New Zealand, oil, Peoples Bank of China, Summary of Performance, UK, unemployment, United States, USD, Volatility

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Four reasons Trump has made a ‘pig’s ear’ of trade talks

Keith GrindlayMay 12, 2019Central Banks, Consumer, Credit, Currencies, Debt, Deflation, Dollar, GDP, Inflation, Peoples Bank of China, President, Trade, USD, Volatility

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China crisis; we understood the downturn and anticipated the upturn – Macro Thoughts’ Market Comment & Performance Update

Keith GrindlayApril 17, 2019Central Banks, China, Commodities, Credit, Currencies, Debt, GDP, USD, Volatility

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Macro Thoughts End of 2017 Review and Expectations for 2018

Keith GrindlayJanuary 1, 2018Central Banks, Commodities, Consumer, Credit, Debt, Dollar, Emerging Markets, GDP, Inflation, Risks, Summary of Performance, Tax, Volatility

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Recent Commentary

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