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Weekly Macro Themes - 24 Nov 2017

November 25, 2017

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. Inflation/reflation: The charts show a very interesting picture for developed economies with growth accelerating and spare capacity all used up, next step = inflation?

 

2. Bonds unyielding: The weight of risks appear to be cyclically weighted to the upside for US government bond yields given valuation, sentiment, and cyclical signals. See the charts we're watching.

 

3. Europhoria: As European economic sentiment accelerates to fresh post-crisis highs the weight of risks (again) are tilting in favour of Euro strength, and in particular upside for European bond yields. See which indicators we think are worth paying attention to.

 

4. Stoxx stacking up? European equities outlook is more complex, particularly in relation to the previous topic.  There's really 4 major graphs that tell the story on the case for European equities.

 

5. China tailwinds and tops: With the tailwinds from property, stimulus, and trade looking to be topping out or turning the China macro picture is likely to be softer next year. Our indicators outline the risk outlook.

 

 

 

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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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