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

Global instability

Keith GrindlayJuly 10, 2022Agriculture, Australia, BRICS, China, Commodities, Consumer, Corn, Currencies, Debt, Elections, Emerging Markets, ESG, Food, Foreign Exchange, IMF, India, Inflation

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

BRICS build

Keith GrindlayJune 30, 2022BRICS, China, Commodities, Currencies, Emerging Markets, Foreign Exchange, India, oil, Peoples Bank of China, Producer Inflation, Trade, USDINR

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

Q2 or not Q2, that was the question – The fire sale may have begun

Keith GrindlayMay 25, 2022Agriculture, China, Commodities, Consumer, Credit, Currencies, Debt, Dollar, Emerging Markets, ESG, Federal Reserve, fixed income, Food, Foreign Exchange, germany, IMF, India, Latin America, oil, Producer Inflation, Shipping, SPX, Trade, Trucking, UK, unemployment, USD

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

1994 or 2018?

Keith GrindlayApril 21, 2022Agriculture, Biden, bonds, Central Banks, China, Currencies, Debt, Emerging Markets, Equities, European Central Bank, EURUSD, Foreign Exchange, France, GDP, germany, IMF, India, Inflation, italy, oil, Peoples Bank of China, Producer Inflation, Property Markets, Retail Sales, Risks, Shipping, spain, SPX, SupplyChain, Trade, Trucking, UK, unemployment, United States, USD, Volatility, Xi Jinping

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

Is there room at the inn? Yes, but you might have to make your own bed.

Keith GrindlayNovember 25, 2021bonds, Central Banks, China, Consumer, Currencies, Dollar, Emerging Markets, Equities, European Central Bank, Federal Reserve, germany, Greece, India, italy, Peoples Bank of China, Producer Inflation, Property Markets, SupplyChain, Trucking, unemployment, USD, Volatility

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

  • Page 2 of 5
  • ←
  • 1
  • 2
  • 3
  • ...
  • 5
  • →

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