Macrobites

 

Macrobites

The year of politics is not quite over…

Last week, in one of our daily morning team meetings (when all the economists, strategists and fund managers gather round to exchange market-relevant news and views), each and every one of the contributions was about politics; including Brexit, Germany, Italy, Catalonia, the Netherlands, the US and Japan.

Read more

Macrobites

Birthday matters

It's time to celebrate Macro Matters' first birthday, and reflect on our first year of blogging!

Read more

Macrobites

Splinter is coming

While the UK prepares to break away from the EU, the voting age population is evolving. When the transition concludes, younger people’s views could be significantly under-represented. Adjusting for this could lead to some very different conclusions.

Read more

Macrobites

A filibusted flush

The filibuster is an important procedural device in the US Senate that makes it significantly harder to break the gridlock between Republicans and Democrats. President Trump argues that the "very outdated filibuster must go". But what is it? Why is it important? And what are the investment implications of throwing it on the Congressional scrapheap?

Read more

Macrobites

Fast forward one year ... the market impact of the Brexit vote

Sterling-based investors face the additional uncertainty caused by the Brexit vote alongside the usual vagaries in markets. When in doubt, it can be tempting to extrapolate recent performance, however today that could prove unwise. 

Read more

Macrobites

Five things keeping the team up at night

Recently John and Justin have been asked at a few events that they've attended "what keeps the team up at night as investors?". Seeing as I'm always one to jump on the opportunity to create an infographic, I thought I'd try something a little more interactive...

Read more

Macrobites

The cajoler-in-chief

President Trump's approval ratings after his first 100 days in office make for grim reading. As markets question the ability of the White House to get its own way, we've seen a significant retracement in the "Trump trade" in both equities and fixed income. The President needs to become the cajoler, not just the commander, in chief to revive hopes of a large fiscal stimulus.

Read more

All posts: 46

Page No: 1

NoOfPages: 7

All posts: /categories/macrobites/?page=2