by Ben Laidler
Macro Insights: Passing the macro health-check
GROWTH: 39-member OECD ‘rich country’ club kept its GDP growth outlook at 4.5% for next year,...
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by Ben Laidler
Macro Insights: Thanksgiving retail relief
HOLIDAY SALES: Black Friday and Cyber Monday Thanksgiving weekend retail sales results are in. They...
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by Ben Laidler
Macro Insights: Omicrom variant risk/reward
RESILIENT: Economies, consumers, companies are more resilient to each virus wave. We are heading...
45 views
by Ben Laidler
Analyst Weekly - Outlook for another good year
Summary Focus: Our investment outlook for 2022 We set out a roadmap for a rare 4th consecutive...
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by Ben Laidler
Macro Insights: Surviving the Fed 'stress-test'
STRESS TEST: Equities have passed a big stress-test so far, with the recent sharp repricing of Fed...
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by Ben Laidler
Macro Insights: Supply chains 'pain' starting to ease
SOME HEALING: We are seeing signs of supply chains readjusting to the huge demand and dislocations...
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by Ben Laidler
Macro Insights: Impacts of the virus 'fourth wave'
LESS UPSIDE RISK: A ‘fourth wave’ of global virus cases is underway (see chart) as we head into the...
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by Ben Laidler
Macro Insights: US oil sales could backfire
RISKS: Brent crude is -8% from $86/bbl to $79 on rising virus cases and talk of a Strategic...
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by Ben Laidler
Analyst Weekly - Sector leadership next year
Summary Focus: Which sectors will lead in 2022? We continue our 2022 outlook, now on sectors. We...
625 views
by eToro
Analyst Weekly - The green commodities boom
Summary Focus: The green commodities boom An accelerating carbon-transition is supporting...
14 views