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, [...]
We are please to announce that Variant Perception research can now be accessed on Bloomberg terminals. Simply type VARP <GO> .
A Primer on the Euro Breakup: Default, Exit and Devaluation as the Optimal Solution
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