Macro Series March 22, 2021 Global Letter – Pan Am, the Boeing Stratocruiser, the Fed, and inflation Global, Macro Pan Am, Boeing, Inflation John Llewellyn ( 4 mins) Pan Am and the Boeing Stratocruiser The following is a parable. Please bear with me. <!--... Read More...
March 18, 2021 Update On My Recommended Trades Derivatives, Credit, Emerging Markets, FX, Global, Investment Strategies, Macro US housing market Alan Brazil ( 5 mins) Recommended Open And Closed Trades I have not put out... Read More...
Macro Series March 16, 2021 Focus: Money and Inflation Economics, Global, Macro M3, editorial, Inflation Gerald Holtham, John Llewellyn ( 11 mins) Money growth has surged in most economies, the result of aggressive quantitative easing.If money growth is a harbinger... Read More...
SOM Commentary March 10, 2021 Normalization Means A “New Normal” Of Higher Rates Economics, Investment Strategies, Macro, US Inflation Alan Brazil ( < 1 mins) [pdf-embedder url="http://speevr.com/wp-content/uploads/2021/03/SOM-Macro-Commentary-March-9th-.pdf" title="SOM Macro Commentary March 9th"]... Read More...
Macro March 22, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Macro, Politics vaccines, covid-19 Teneo Macro ( 7 mins) A summit of top US and Chinese diplomats produced modest progress. In Turkey, a cabinet reshuffle is expected. EUleaders will... Read More...
Macro Series March 3, 2021 Focus – A longer term perspective on China’s economy Economics, China, Macro editorial Saul Eslake, John Llewellyn ( 12 mins) China has racked up extraordinary economic achievements over the past 40 years In so doing it is returning to... Read More...
Macro Series March 31, 2021 Seeds of the next financial crisis – EM dollar borrowing Economics, Macro financial, Dollar John Llewellyn ( 12 mins) Dollar bond issuance by non-US corporates has dominated forex borrowing since 2008. In many EMs, both leverage and currency... Read More...
Macro Series February 22, 2021 World View Economics, Macro Preston Llewellyn ( < 1 mins) The attached World View presents, in one summary page, our judgement on the likely behaviour over the coming year or... Read More...
Macro April 1, 2021 EMERGING MARKETS: Covid-19 Vaccination Strategies and Challenges Emerging Markets, Macro, Politics vaccines, covid-19 Teneo Macro ( 4 mins) Our Covid-19 vaccination table includes updated information on the immunization strategies selected EMs are pursuing and the challenges they face. Below... Read More...
Macro March 19, 2021 EMERGING MARKETS: Covid-19 Vaccination Strategies and Challenges Emerging Markets, Macro, Politics vaccines, covid-19 Teneo Macro ( 4 mins) Our Covid-19 vaccination table includes updated information on the immunization strategies selected EMs are pursuing and the challenges they face. Below... Read More...
Normalization Means A “New Normal” Of Higher Rates