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Global Macro Market Outlook

Brexit and Bitcoin

30/11/2018 in Global Macro, Market Outlook 1645

Hours after the UK Government published it’s economic consequences of a ‘No Deal Brexit’, forecasting a 9% loss of GDP after 15 years, the Bank of England set forth it’s No...

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Geopolitics Global Macro

FAANG’s vs BAT’s

21/11/2018 in Geopolitics, Global Macro 1431

There’s a quantifiable level of chaos in the global markets right now and the market gods are deciding the fate of the S&P’s course with 6 weeks till a new year dawns. This week I...

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Que Sera Sera
Geopolitics Global Macro

Que Sera Sera

15/11/2018 in Geopolitics, Global Macro 1385

Mixed fortunes continue to dominate the equity markets. US markets outperformed following the midterms but European equities lagged due to uncertainty from the Brexit situation and Italy’s...

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Red October
Global Macro Market Outlook

Red October

06/11/2018 in Global Macro, Market Outlook 760

“Politics: a strife of interests masquerading as a contest of principles.” Ambrose Pierce; “The Devil’s Dictionary The last few of days in October brought some welcome respite for equity markets...

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The Come Down
Global Macro Market Outlook

The Come Down

22/10/2018 in Global Macro, Market Outlook 918

After a long hiatus I am back at my desk and slowly piecing together the shattered fragments of my mind. Last week saw US interest rates completing a multi-year reversal pattern and breaking out...

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Recent Posts
Brexit and Bitcoin
30/11/20180 Comments
FAANG’s vs BAT’s
21/11/20180 Comments
Que Sera Sera
Que Sera Sera
15/11/20180 Comments
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Recent Posts
Brexit and Bitcoin
30/11/20180 Comments
FAANG’s vs BAT’s
21/11/20180 Comments
Que Sera Sera
Que Sera Sera
15/11/20180 Comments
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