Tagged with macro strategy

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Why it's curtains for growth in Japan

197 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

218 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'...

1,473 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

169 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

355 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

210 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...

201 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...

120 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?

481 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...

171 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

179 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

307 views June 17, 2014

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