MacroResearchBoard
| Independent Investment Strategy
Research Highlights
Sticky Inflation And Strong Labor Demand Versus Banking Worries – March 27, 2023
Policy Normalization Will Continue To Cause Pain – March 20, 2023
U.S. Banks: Another 2008? – March 13, 2023
Equity De-Rating: Round 2? – March 6, 2023
Still Lots Of Economic Firepower – February 27, 2023
U.S. Inflation: Heading Down, But Far from Out – February 21, 2023
Monetary Conditions Have Tightened, But No Knock-Out Blow – February 13, 2023
The Rotation Out Of The U.S. Equity Market Has Further To Run – February 6, 2023
Heading Towards A Recession? Maybe Not – January 30, 2023
Euro Area Stock Rally Will Run Long – January 23, 2023
U.S. Inflation: Enjoy The Deceleration, But The Cycle Isn’t Over – January 16, 2023
Global Equities: Changing Of The Guard – January 9, 2023
Another Challenging Year Ahead, But There Will Be Opportunities – January 3, 2023
Playing A Maturing Business Cycle – December 19, 2022
Profiting From Lagging Policy And Investor Sentiment At Secular Turning Points – December 12, 2022
The Cycle Is Maturing, But Still A Challenging Outlook – December 5, 2022
The Euro Area’s Time To Shine – November 28, 2022
Long-term Returns: A More Challenging Investment Climate – November 21, 2022
Tactical Long And Short Opportunities – November 14, 2022
Bond Yields Rising And Complacency About Long Term Inflation – November 7, 2022
Pairing The Euro Area Against A Weak Link – October 31, 2022
Overdue For Some Good News? – October 24, 2022
Is It Time To Buy German Bunds? – October 17, 2022
Can The Economic Cliff Be Avoided? – October 10, 2022
Global Government Bonds: The Best Value In A Decade, But… – October 3, 2022
First The U.K., Is Canada Next? – September 26, 2022
Bond Investors: Wishing They Had Ignored The Fed – September 19, 2022
Chinese Credit And Consumption Growth Collide – September 12, 2022
U.S. Corporate Profits: Wow, But It Will Get Tougher From Here – September 6, 2022
Fed Policy Does Not Add Up – August 29, 2022
Policy Normalization Will Continue To Cause Pain – March 20, 2023
U.S. Banks: Another 2008? – March 13, 2023
Equity De-Rating: Round 2? – March 6, 2023
Still Lots Of Economic Firepower – February 27, 2023
U.S. Inflation: Heading Down, But Far from Out – February 21, 2023
Monetary Conditions Have Tightened, But No Knock-Out Blow – February 13, 2023
The Rotation Out Of The U.S. Equity Market Has Further To Run – February 6, 2023
Heading Towards A Recession? Maybe Not – January 30, 2023
Euro Area Stock Rally Will Run Long – January 23, 2023
U.S. Inflation: Enjoy The Deceleration, But The Cycle Isn’t Over – January 16, 2023
Global Equities: Changing Of The Guard – January 9, 2023
Another Challenging Year Ahead, But There Will Be Opportunities – January 3, 2023
Playing A Maturing Business Cycle – December 19, 2022
Profiting From Lagging Policy And Investor Sentiment At Secular Turning Points – December 12, 2022
The Cycle Is Maturing, But Still A Challenging Outlook – December 5, 2022
The Euro Area’s Time To Shine – November 28, 2022
Long-term Returns: A More Challenging Investment Climate – November 21, 2022
Tactical Long And Short Opportunities – November 14, 2022
Bond Yields Rising And Complacency About Long Term Inflation – November 7, 2022
Pairing The Euro Area Against A Weak Link – October 31, 2022
Overdue For Some Good News? – October 24, 2022
Is It Time To Buy German Bunds? – October 17, 2022
Can The Economic Cliff Be Avoided? – October 10, 2022
Global Government Bonds: The Best Value In A Decade, But… – October 3, 2022
First The U.K., Is Canada Next? – September 26, 2022
Bond Investors: Wishing They Had Ignored The Fed – September 19, 2022
Chinese Credit And Consumption Growth Collide – September 12, 2022
U.S. Corporate Profits: Wow, But It Will Get Tougher From Here – September 6, 2022
Fed Policy Does Not Add Up – August 29, 2022