Monthly Macros
Monthly Macro - Nov 2019 - Re-entering a lower for longer rate environment
Monthly Macro - Aug 2019 - US-China trade war: A framework for thinking about new tariffs
Monthly Macro - Jun 2019 - The fog of uncertainty has thickened
Monthly Macro - May 2019 - Why China's rising tide may not lift EM boats
Monthly Macro - Apr 2019 - Goldilocks returns, how long can she stay?
Monthly Macro - Feb 2019 - When Doves Fly
Monthly Macro - Dec 2018 - The Year of the Pig – Will it Fly?
Monthly Macro - Oct 2018 - Markets in the Fall
Monthly Macro - Sep 2018 - Can wilting Emerging Markets recover after August?
Monthly Macro - Aug 2018 - Tremors in Turkey, but where on the Richter scale?
Monthly Macro - Jul 2018 - With the first half over, time to pause and reflect
Monthly Macro - Jun 2018 - Volatility sees spotlight on Emerging Asia
Monthly Macro - May 2018 - Do higher rates augur trouble for global markets?
Monthly Macro - Mar 2018 - How serious is the US "Trade Tantrum"?
Monthly Macro - Feb 2018 - After the equity market correction: Keep calm and carry on
Monthly Macro - Jan 2018 - Markets continue rally into the New Year
Monthly Macro - Dec 2017 - 2018: Markets build on momentum to ring in the New Year
Monthly Macro - Nov 2017 - Global economic data continues to impress, setting stage for 2018
Monthly Macro - Oct 2017 - An "Indian Summer" for global markets!
Monthly Macro - Sep 2017 - Market Focus in September
Monthly Macro - Aug 2017 - Will markets weaken in August?
Monthly Macro - Jul 2017 - What's on the Global Stage in June
Monthly Macro - Jun 2017 - Mayday! fears have gone away
Monthly Macro - May 2017 - Markets higher after France’s Election Results
Monthly Macro - Apr 2017 - What lies ahead for the global economy?
Monthly Macro - Feb 2017 - Global equity markets are off to a good start!
Monthly Macro - Jan 2017 - Do markets have further to go?
Monthly Macro - Dec 2016 - Navigating Asian Equities in 2017
Monthly Macro - Nov 2016 - Special edition on US presidential election