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Our latest macro commentary can be viewed by clicking each of the insights in this section
Higher Yielding Emerging Markets: Missed the Boat?
June 28, 2017
The recovery of commodity prices last year...
Research Notes - Macro Commentary
Structural Drop in Treasury Demand: Any Buyers Out There?
May 17, 2017
As the Fed continues gradually to normalize...
The consequences of shrinking the Fed’s balance sheet
May 16, 2017
The Federal Reserve is now actively considering...
Is US productivity (finally) perking up?
May 4, 2017
The slowdown in productivity growth in the...
Global Surveys or Hard Data – Which are the Fake News?
April 4, 2017
The Fulcrum global nowcasts continue to report...
Fed tightening but no revival of the ‘Greenspan conundrum’
March 14, 2017
With the Federal Reserve likely to accelerate...
Why the Fed means business this time
March 7, 2017
Recent commentary by senior members of the...
How will President Trump reshape the Fed?
February 21, 2017
President Trump has an almost unique opportunity...
All Aboard! Next stop Fixed Income Absolute Return
February 14, 2017
The fixed income asset class has produced...
Monthly Report Card – Global Reflation without Higher Inflation in 2017
February 8, 2017
The financial markets have been driven by...
The worrying macro-economics of US border taxes
January 17, 2017
Investors are beginning to focus on the...
China and the Fed: how different this time?
January 10, 2017
Exactly a year ago, the markets were...
Rebound and reflation in the global economy
December 7, 2016
The latest Fulcrum nowcasts show the highest...