Posts by Macro Team
Macro Monthly: Inflation versus growth, China and Recession fears
Inflation versus growth, China and recession fears are among the themes set to dominate markets this month…Read More
Which 4 themes will influence markets in August?
Just as the US and Europe slow, will China’s economy accelerate?
Which dominant economic shock will fade first?
USD – A structural ‘Dollar Smile’ trough?
The US and China – Three themes for the month ahead
The US and China – 3 themes for the month ahead. An audio extract from our Macro Monthly Newsletter.Read More