#MacroMemo January 21- January 25, 2019 | Stall speed | Brexit | Shutdown | China

 January 22, 2019 |Eric Lascelles

Stall speed | Brexit | Shutdown | China

Read more

#MacroMemo January 14 - January 18, 2019 | Brexit | Shutdown | Seasonal gremlins | Bank of Canada

 January 15, 2019 |Eric Lascelles
Brexit vote: Another Brexit milestone looms this coming Tuesday January 15th, when British Parliament will vote on Prime Minister May’s proposed Chequers deal with the EU. Recall that this vote was delayed from December, when it had become evident that...
Read more

#MacroMemo January 7 - January 11, 2019 | Dovish central banks | Shutdown | Vicious circle

 January 15, 2019 |Eric Lascelles
Monthly economic webcast: Here is our latest monthly economic webcast: A new year, thank goodness Dovish central banks: We have tended to view stock market angst as the product of two macro issues: slowing growth and higher interest rates. The former...
Read more

#MacroMemo

 January 15, 2019 |Eric Lascelles
Global Investment Outlook: A reminder that our quarterly investment outlook, including a detailed macroeconomic assessment, can be found here. Financial market distress (Part 1/5): Unhappy markets Stocks had a miserable 2018, with the MSCI World Index...
Read more