Geopolitics Archives - Global Macro Capital

Cable, Oil and Sugar

02/10/2018 in Geopolitics, Global Macro 160

Greetings from Kuching, a former British colonial town on the island of Borneo. Once famed for head hunters it is now just someone’s faded memory of a town. Q3 is done and dusted with only 3...

Geopolitics Global Macro Market Outlook

Organised Chaos

24/09/2018 in Geopolitics, Global Macro, Market Outlook 171

“Chaos was the law of nature; Order was the dream of man.” ― Henry Adams September has historically been the most volatile month in the markets and there is certainly enough going on...

Geopolitics Global Macro

Light em up

10/09/2018 in Geopolitics, Global Macro 134

It was a short week for the traders due to the Labor Day holiday last Monday. Tuesday was the first day of trading in what is typically the most challenging month for U.S. equities, particularly...

Geopolitics Global Macro

The Week Ahead

04/09/2018 in Geopolitics, Global Macro 51

UPCOMING HIGHLIGHTS Monday: SP/IT/FR/GE/EU Manufacturing PMI (F), UK Manufacturing PMI, ECB’s Weidmann and BoJ Kuroda speak, US & Canadian bank holiday (Labour Day) Tuesday: AU RBA rate...

Geopolitics Global Macro

Tesla v Enron

11/08/2018 in Geopolitics, Global Macro 241

It’s a beautiful weekend in Helsinki. After missed and delayed flights and a horrendous travel schedule I am finally able to relax and take in the charm and beauty of this often overlooked...