Tagged with macro strategy

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Why it's curtains for growth in Japan

191 views August 12, 2014

Growth in Japan is about to take an almighty tumble. GDP is expected to have shrunk by more than...

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Koefoed: Another 'solid' month for US jobs

212 views July 31, 2014

The latest Non-Farm Payroll data from the US is due out this week, Mads Koefoed, Head of Macro...

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Jakobsen: Argentina's beef with 'vultures'...

1,468 views July 31, 2014

Argentina has blinked first during a bad tempered stand-off with so called 'vulture funds' and...

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Morningstar: The science of stock picking

166 views July 29, 2014

Tim Strauts, Morningstar analyst, explains how he uses quantative equity ratings to identify...

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Jakobsen: How to calculate the cost of conflict

348 views July 22, 2014

With economies taking uneasy steps towards recovery, the deepening of world conflicts comes at a...

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Why Americans have more to spend

204 views July 22, 2014

Earnings season gives us a snapshot of the US economy. But what about other indicators of...

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If GDP figures can't be trusted, what's really...

196 views July 16, 2014

China’s latest GDP figures are out and, lo and behold, the one party state’s 7.5% target has been...

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If GDP figures can't be trusted, what's really...

117 views July 16, 2014

China’s latest GDP figures are out and, lo and behold, the one party state’s 7.5% target has been...

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Portugal: Drama or a crisis?

477 views July 11, 2014

The shockwaves from the Portuguese banking crisis are still being felt in the markets, an...

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Beecroft: BoE minutes show we are ‘getting back...

165 views June 18, 2014

It was always going to be hard to surprise markets more than Mark Carney did last week when he...

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Why we can expect further sterling strength

176 views June 17, 2014

As UK inflation eases to a four-and-a-half year low of 1.5 percent in May, London-based trader...

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Why I’m positive on USD despite IMF downgrade

302 views June 17, 2014

The IMF may have surprised markets by slashing its growth forecast for the US from 2.8 percent...