Enter your email Address

Macro Thoughts Navigation
  • Commentary
  • About
    • Markets in Financial Instruments Directive (MiFID), Macro Thoughts Update
  • Performance
  • Week Ahead
  • Subscribe
  • Sign In
    • Account details
    • Lost password
  • Search
  • Commentary
  • About
    • Markets in Financial Instruments Directive (MiFID), Macro Thoughts Update
  • Performance
  • Week Ahead
  • Subscribe
  • Sign In
    • Account details
    • Lost password
  • Search

Category Archive

The best thing the ECB can do is nothing

Keith GrindlaySeptember 10, 2019Europe, European Central Bank, germany

To read the full report, Subscribe, or Sign In.

Missed opportunities and food for thought – Damn those politicians, Damn those economists

Keith GrindlayAugust 30, 2019Central Banks, European Central Bank, Federal Reserve, germany, India, Recession, Risks, UK

To read the full report, Subscribe, or Sign In.

Fed policy reflected in an inverse yield curve

Keith GrindlayAugust 15, 2019bonds, Central Banks, Consumer, Debt, Deflation, Europe, Federal Reserve, fixed income, GDP, germany, Recession, United States, Volatility

To read the full report, Subscribe, or Sign In.

Why are central bank rate cuts so surprising?

Keith GrindlayAugust 9, 2019Central Banks, Commodities, Currencies, Deflation, fixed income, France, GDP, germany, Manufacturing, New Zealand, Recession, spain, Trade, unemployment

To read the full report, Subscribe, or Sign In.

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

To read the full report, Subscribe, or Sign In.

  • Page 10 of 16
  • ←
  • 1
  • ...
  • 9
  • 10
  • 11
  • ...
  • 16
  • →

Recent Commentary

  • EU’S Chance to Shine
  • The mass migration from the Dollar adds to asset losses
  • Blame game = Drain game
  • Trade is the great leveller, and so are volatile markets
  • High volatility, but equity markets are still not pricing a recession
  • Whether it is seen as liberation day or resentment day, nobody wins
  • US Personal Consumption Expenditure data = an employment shock to confidence
  • UK – CPI changes, ONS mistakes and a budget
  • Privacy Policy
  • Terms & Conditions
  • About
  • Contact

Macro Thoughts’ commentaries and forecasts are solely for information purposes; they do not constitute investment research or advice and should not be regarded as an offer or solicitation to buy any instruments mentioned – they should be regarded as unregulated by the Financial Conduct Authority. As a macroeconomic research provider, and in accordance with MiFID II, Macro Thoughts Ltd.’s reports offer examples of leveraging forecasts, but does not provide specific investment strategies; performance detailed on Macro Thoughts’ website is generic and for illustration of strategies only.

Macro Thoughts does not accept liability for the use of, or reliance on, documents it publishes and/or their contents by any other party. No personal recommendation is being made to individuals – the strategies referred to may not be suitable for any particular individual and should not be relied upon as a substitute for independent judgment. Past performance or future forecasts are not a reliable indication of future expectations and investors should be aware that losses and costs can occur on any investment. Macro Thoughts cannot accept liability for direct or indirect damages, or loss of returns in any way, from information provided.

Macro Thoughts is for the use of intended recipients only and should not be forwarded in any form without previous permission being given.

Every effort has been made as to the accuracy and information from sources believed to be reliable, but the contents of published documents are made without any substantive study being undertaken into the sources. Macro Thoughts does not take responsibility for the accuracy or completeness of information provided in published documents.

Copyright © 2021 Macro Thoughts

Company Address 2 Adelaide Street, St. Albans, United Kingdom, AL3 5BH

Registered in England No. 10710201 VAT Registered