Weekly Macro Themes - 23 September 2022
- Callum Thomas
- Sep 24, 2022
- 2 min read
Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out late Friday NZ time and aim to cover a good mix of macro/ideas/risk topics, across a global macro/multi-asset universe.
This week I covered the following topics/ideas:
1. Policy Pulse: After a very busy week in central banking, we check in on some key charts, trends, and stats in global monetary policy settings. Some things stay the same, but a few intriguing developments are starting to show up in the charts.
2. Fed Braking Process: As the Fed plays catch-up on rate hikes, it’s increasingly likely that equities, house prices, and the economy in general come under further pressure (and risk of more disruptive moves rises). We back these assertions with important charts to keep track of.
3. Tech Wreck Check: Digging in to the valuation case for tech and TMT stocks, also checking out market cap and earnings share, positioning and flows, and whether there is any interesting case in this space yet...
This is a preview of the main weekly report from our core institutional research service. To request more information about our research services for your firm, simply fill in the form here. (n.b. the full service is intended for fund managers, advisers, and institutional investors)
About the Weekly Macro Themes report
The "Weekly Macro Themes" is part of 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 market cycle guidebook, global cross asset market monitor, and quarterly strategy pack.
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Excelente resumen de la participación en la expo y de las mejoras realizadas en la G2 Reverence. Me gustó especialmente el enfoque en la innovación y la experiencia del usuario. Para quienes también buscan información útil, Horario De Las Loterías es un recurso interesante. ¡Mucho éxito en los próximos eventos!
Mình có lần lướt đọc mấy trao đổi trên mạng شيخ روحاني thì thấy nhắc nên cũng tò mò mở ra xem thử cho biết. Mình không tìm hiểu sâu جلب الحبيب chỉ xem qua trong thời gian ngắn để quan sát bố cục جلب الحبيب cách sắp xếp شيخ روحاني các mục và trình bày nội شيخ روحاني dung tổng thể. Cảm giác là các phần được trình bày khá gọn, các Berlinintim mục rõ ràng nên đọc lướt cũng không bị rối Berlinintim với mình như شيخ روحاني vậy là đủ để nắm tin cơ bản rồi. جلب الحبيب
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Stunt Bike Extreme Some things stay the same, but a few intriguing developments are starting to show up in the charts.
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