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Macro Series – Global Letter – New Beginnings

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COVID-19 will wreak many changes. Here are ten big ones.

War and recovery. The pandemic is being likened by many commentators to a war. In some respects it is. But the analogy is far from perfect. The stock of capital remains in large part intact.1 So does the vast...

 

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Key Developments & Chart of the week

Dear Colleague,  The attached Key Developments contains our Chart of the Week and the key data and other information from this week that, in our judgement, bear most importantly on the core elements of our World View. Macro-series-Key-Developments-Chart-of-the-week-29...   Become a member to read the...

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Macro Series – Global Letter – New Beginnings

COVID-19 will wreak many changes. Here are ten big ones. War and recovery. The pandemic is being likened by many commentators to a war.