Independent Global Macroeconomic Research
Employment in the US is closely watched, especially as the Fed has marked it out as an important factor in how it will judge its stance in monetary policy. Payrolls have [...]
In the short run, it is difficult to see what can stop equities at this point. Low inflation, central bank support and relatively robust economic data have created a [...]
The spotlight remained on Portugal the end of last week as EU finance ministers agreed to give the country seven more years to repay its stock of existing loans. Still, [...]
Many sectors and global equity markets now look very overbought after last week’s strong rally on the back of the ECB meeting and the poor US jobs market report seen as raising the likelihood of QE3 in the US. In the very short run, the technical picture favours a cautious and defensive positioning, but risk assets are likely to act in a binary manner to the FOMC and German ESM ruling this week.
A Primer on the Euro Breakup: Default, Exit and Devaluation as the Optimal Solution
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