Weekly Macro Themes - 8 July 2022
- Callum Thomas
- Jul 8, 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. PMI Pulse/Recession Watch: All signs continue to point to a global growth slowdown, with recession in the US likely kicking off in Q3 and intensifying into Q4. As such inflation pressures likely begin to ease.
2. Stocks vs Bonds: Reviewing the outlook for the stock/bond ratio (given our charts and signals on the macro, technicals, sentiment, positioning, relative value).
3. EMFX: Reconciling the valuation picture with the path of policy rate differentials, sentiment, and technicals - with a particular focus on intermarket analysis especially with respect to Asian FX, EM equities, and of course: commodities...
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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.
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