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Weekly Macro Themes - 10 May 2019


Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out the 2018 End of Year Special Edition to see some of our best calls of last year and charts to watch for the year ahead.

This week we covered the following topics/ideas:

1. Global Lending Standards: Global lending standards eased somewhat in Q2, yet remain relatively tighter vs last year (along with policy rates) and indications are that loan demand has softened.

2. Ifo World Economic Survey: There are a couple of contradictions and disconnects within the ifo survey.

3. Consumer Sentiment: Consumer sentiment has been more resilient than business/manufacturing, and is even showing tentative signs of re-accelerating.

4. Treasuries Outlook: Though there is room to argue either way, it’s likely bond yields are too low.

5. Markets On Edge: Trade-war escalation is putting pressure on some of the fragile parts of global markets, and risk triggering a deeper selloff in risk assets.

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About the Weekly Macro Themes report

The "Weekly Macro Themes" is our institutional offering aimed at multi-asset and macro-driven portfolio managers and strategists. The report takes a chart-driven macro, fundamental and multi-factor approach; a powerful combination of cross-asset idea generation for portfolio managers, charts on key global macro trends, analysis on portfolio risks, asset allocation research, and innovative indicators, in a format that delivers a balance of brevity and depth so that you can efficiently assimilate the insights. Also part of the service is the monthly Chartbook which contains the key charts and views across asset classes with a tactical/dynamic positioning model.

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