Macro Round-up February 25th 2019

The Brexit deadline is fast approaching with various media outlets outlining a plethora of possibilities. We believe that in the medium term a no deal Brexit will be avoided for reasons of economic sanity and Parliamentary arithmetic however, we anticipate there will...

Macro Round-up February 18th 2019

The US Retail sales figures for the month of December highlighted the negative impact on consumer confidence caused by confused monetary policy, a government shutdown and lingering trade war issues. Investors were shocked by the weakness in the figure reflecting the...

Macro Round-up February 11th 2019

The European Commission (EC) slashed their economic forecasts highlighting the risks associated with a slowing Chinese economy and the uncertainty created by Brexit. Most notably, the EC predict GDP growth for the European economy in 2019 of 1.3% (close to estimated...