Webinar – Just A Shakeout Or Sustained Rout? – (66min:01sec) – May 25, 2022


themes

 

Webinar – Just A Shakeout Or Sustained Rout? – (66min:01sec) – May 25, 2022
Webcasts, Webinars & Roundtables · 

In today’s Webinar MRB’s Global Strategist, Phillip Colmar, discussed the recent violent selloff in equities and other risk assets



 

Webcast – The Great Bond Market Capitulation – (7min:48sec) – April 27, 2022
Webcasts, Webinars & Roundtables · 

In this week’s Webcast Phillip Colmar discusses this year’s dramatic selloff in government bonds and provides a roadmap of what to expect heading forward.



 

Theme – Government Bonds: This Is What Capitulation Looks Like (Phase 1) – April 21, 2022
 · Fixed Income · Themes · 

The violent selloff in U.S. and G7 government bonds reflects the beginning of a major capitulation by both central banks and bond bulls



 

Theme – Central Banks Start Thinking About Thinking – February 10, 2022
Economics & Policy · Themes · 

 Add to Favorite Reports After massively lagging the economic recovery and inflation, central banks across the developed… Continue



 

Theme – COVID Exiting: Service Sector Resurgence Ahead – February 10, 2022
Economics & Policy · Themes · 

 Add to Favorite Reports The Omicron wave is fading rapidly, and a sense of relief and renewed… Continue



 

Theme – The End Of “Transitory” – October 21, 2021
 · Themes · 

 Add to Favorite ReportsInvestors have focused on peak global growth and the potential downside risks ahead. However,… Continue



 

Theme – Early, Mid or Late Cycle? – September 28, 2021
Themes · 

 Add to Favorite Reports The extraordinary events over the past couple of years have left many investors… Continue



 

Webinar – The Inflation Debate: Where The Consensus Has It Wrong – (78min:25sec) – August 18, 2021
Webcasts, Webinars & Roundtables · 

In this week’s Webinar features MRB’s Global Strategist Phillip Colmar and U.S. Strategist Prajakta Bhide.



 

Theme – Disputing Misplaced Narratives (Part II) – August 17, 2021
 · Themes · 

Part I of this MRB Theme Report (published July 27) contrasted our view with some of the prevailing narratives related to the U.S. and global growth outlook.



 

Absolute Return Strategy – Stuck In A Moment (The 2010s) – August 5, 2021
Absolute Return ·  · 

It is common for investors and central bankers to get stuck in a preceding longstanding macro trend well after fundamentals have shifted.



 

Theme – Stuck In A Moment (The 2010s) – August 5, 2021
 · Themes · 

 Add to Favorite Reports  



 

Theme – MRB Total Inflation Measure: U.S. Price Pressures Are Broad-Based – July 15, 2021
 · Themes · 

This report introduces the MRB Total Inflation Measure to provide a more wholistic perspective of the inflation pressures brewing within the U.S. economy.



 

Absolute Return Strategy – Six Best Inflation Bets – June 15, 2021
Absolute Return · 

The outlook for U.S. and global consumer price inflation has become a hotly debated topic in recent months and now central to investment strategy.



 

Webcast – The Drivers Of Inflation Provide A Warning – (9min:49sec) – June 9, 2021
Webcasts, Webinars & Roundtables · 

In this week’s Webcast, Phillip Colmar Phillip Colmar examines the forces that will drive consumer price inflation over the course of this cycle.



 

Theme – An Inflation Problem Is Brewing – June 3, 2021
 · Themes · 

The Fed and other major central banks are determined to lag well behind any upturn in consumer price inflation, and fixed-income investors are reluctant to revise up their depressed longer-term views on economic growth and inflation.



 

Webinar – MRB’s Big Picture Themes – (73min:46sec) – May 12, 2021
Webcasts, Webinars & Roundtables · 

In this week’s Webcast, Phillip Colmar and Warren Smith, examined the major macro and investment trends that will be key to generating outsized portfolio returns over the next several years.



 

Theme – MRB’s Overview Of Key Macro Themes (Part II) – February 18, 2021
 · Themes · 

This is Part II of an update of the big-picture themes that form the foundation for MRB’s longer-term investment strategy.



 

Theme – MRB’s Overview Of Key Macro Themes (Part I) – February 9, 2021
 · Themes · 

This is Part I of an update of the big-picture themes that form the foundation for MRB’s longer-term investment strategy.



 

Webcast – Top 5 Client Requests Of The Month – (12min:59sec) – December 1, 2020
Webcasts, Webinars & Roundtables · 

MRB assists clients with on-demand questions which cover a wide range of issues and asset markets.



 

Webinar – The Great Equity & Currency Rotation – (89min:16sec) – November 18, 2020
Webcasts, Webinars & Roundtables · 

In this week’s special MRB Webinar, Phillip Colmar and Mehran Nakhjavani address the question of asset rotation and answer questions from clients.



 

Theme – Secular Equity Bull Market: Is There More Upside? – October 21, 2020
Absolute Return ·  · Asset Allocation · Themes · 

Most investment strategy is focused on the cyclical trend in asset prices (i.e. the swings within a single economic or business cycle).



 

U.S. Election – What To Expect From A Biden Or Trump Victory – October 13, 2020
 · Economics & Policy · Themes · 

The U.S. elections on November 3 could bring significant changes to fiscal policy and the economy in the next four years, with important implications for capital markets.



 

Policy – U.S. Economy: The Danger Of Premature Austerity – September 17, 2020
 · Economics & Policy · Themes · 

The aftermath of the Great Recession highlights the dangers of enacting premature fiscal austerity.



 

Theme – Stylized Investment Cycle: Did Policymakers Avoid A Final Flush? – August 20, 2020
 · Themes · 

MRB Stylized Investment Cycle has been one of our most popular thematic frameworks as it provides a starting point when building a multi-year roadmap, and helps investors look for major inflection points.



 

Theme – A Reflationary Bridge To Cover The Deep Valley – August 13, 2020
 · Themes · 

Global policymakers are forcefully attempting to offset the dramatic COVID-19 shock to their economies.



 

Webcast – The Legacy Of COVID-19: Inflationary Or Deflationary? – (10min:13sec) – July 16, 2020
Webcasts, Webinars & Roundtables · 

In this week’s Webcast, Phillip Colmar analyzes the underlying trend in global consumer price pressures and provides a long-term roadmap for inflation.



 

Theme – Are We Headed For Deflation Or Inflation? – July 13, 2020
 · Themes · 

The outlook for inflation has become a hotly debated topic in recent months. The unique sudden-stop global recession has crushed final demand but has also imposed significant capacity restraints for many services and goods providers.



 

U.S. – Labor Market: Examining The Damage, And What’s Next – May 19, 2020
 · Economics & Policy · Research Reports · 

Dislocations to economic activity caused by COVID-19 have caused an unprecedented deterioration in the U.S. labor market, with standard measures like the unemployment rate understating the true extent of the damage.



 

Webcast – Top 5 Client Requests Of The Month – (10min:37sec) – May 13, 2020
Webcasts, Webinars & Roundtables · 

In this week’s Webcast, Warren Smith and Santiago Espinosa discuss the top five queries from clients in the past month.



 

Theme – Mania Profiling (Part VI): What Assets Will Be Next? – May 12, 2020
 · Themes · 

This report concludes our series on profiling asset manias. We began this series in late-2019 by outlining MRB’s framework for asset bubbles and compared the current macro backdrop with factors that have traditionally led to manic episodes.