Tagged with macro strategy
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Why it's curtains for growth in Japan
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
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'...
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
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
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
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...
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...
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?
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...
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
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
The IMF may have surprised markets by slashing its growth forecast for the US from 2.8 percent...