Macro & Market Outlook

By Investment Desk
Macro Outlook, Market Updates

AndPapers Q3 2021 | The Fed Flexes its Muscles

As we passed the one-year mark from the onset of COVID-19, business activity is recovering from lockdowns amidst a progressive rollout of vaccines. In combination with fiscal stimulus, the gradual reopening of economies threatens to push global output above potential levels, triggering inflation. A look back at the late 1960s and early 1970s in the […]

By Investment Desk
Macro Outlook, Market Updates

AndPapers Q2 2021 | The Transition to Recovery

By Investment Desk
Macro Outlook, Market Updates

AndPapers Q1 2021 | The start of the end or the end of the beginning?

By Investment Desk
Macro Outlook, Market Updates

AndPapers Q4 2020 | Central Bank Mantra ‘Low for Longer’

By Investment Desk
Macro Outlook, Market Updates

Macro Outlook Q3 2020 | Where Now For The Global Economy?

By Investment Desk
Macro Outlook, Market Updates

Macro Outlook Q4 2019 | The Japanification of the Global Economy

By Investment Desk
Macro Outlook, Market Updates

Macro Outlook Q3 2019 | Monetary Policy in Full Swing

By Investment Desk
Macro Outlook, Market Updates

Macro Outlook Q2 2019 | The Fed blinks: tightening policy postponed

By Investment Desk
Macro Outlook, Market Updates

Macro Outlook Q1 2019 | It’s cold without the QE blanket