Global Leading Indicators: The playbook is changing

  • Yield curve inversion says the US slowdown has legs
  • Global recovery set on a shallower path than in 2016/17
  • Dollar resilience predicated on the ‘wrong’ reasons
  • Macro backdrop points to equities ‘catching down’ with bond yields

Economics

Politics

Markets

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We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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