Strategy Chartbook: January 2020

  • Macro Drivers. Evidence of a cyclical recovery, but global trade likely to lag
  • Multi Asset. Markets impervious to Iran tensions, but what if oil prices were to surge?
  • Fixed Income. Central bank QE suggests markets could trade like 2016-18 again
  • Currencies. Reserve managers continue to buy EUR
  • Equities. Stocks vs Oil – a nuanced relationship
  • Commodities. Crude backwardation is not just about Middle East tensions

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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