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October 12, 2018

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report.

To read more and see the charts just get in touch! (see link below, or subscribe link above)

1. Global Equities – Cyc vs Def: A global rotation is underw...

May 24, 2018

Here's the fourth installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.... taking my usual top-down approach.  This week we look at how India stacks up on its earnings growth outlook relative to emerging mark...

August 7, 2017

Last week 2 things dropped in India: the manufacturing PMI for July dropped to the worst reading since the financial crisis, and the RBI cut interest rates... also to the lowers point since the financial crisis.  So what's next for Indian macro and markets?

Well it's fi...

April 7, 2017

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. 

To read more and see the charts just get in touch! (see link below, or subscribe link above)

1. Inflation expectations vs reality: The pause in inflation expectations...

December 2, 2016

Here's an overview of the topics and charts covered in the latest Weekly Macro Themes.

1. Global Trackers - the Leader and the Follower: A look at the standout charts from the big-picture global macroeconomic trackers which cover emerging markets and developed economies...

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