Macro Round-up March 25th 2019

The Federal Reserve (Fed) relayed a more dovish than expected guidance on their monetary policy. The Fed now anticipate no rate hikes in 2019 and expect only one hike in 2020. In addition, they announced that the tapering of their balance sheet will be concluded by...

Macro Round-up March 19th 2019

The date for the signing of a trade agreement between the US and China has been delayed. Xi Jinping is concerned that any future meeting could see Trump simply walk away from the table (much like the recent meeting with Kim Jong Un) and rather than participate in the...

Macro Round-up March 11th 2019

The ECB meeting was as dovish as we expected. It is unlikely that interest rates will increase in 2019 as the Central Banks economic forecasts were materially downgraded. GDP growth for 2019 is now expected to be 1.1% (down from 1.7%) as the China slowdown, German...