Global Macro Strategy

Global Macro Strategy is a series presenting our views on global markets and economic landscapes. The notes combine cross asset valuation frameworks and fundamental economic analysis to gain insight into the trends and themes that shape global markets.

A Framework for Chair Warsh

A Framework for Chair Warsh

Politics & Policy (RBA/BOE/BOJ)

Politics & Policy (RBA/BOE/BOJ)

Key Convictions Across G3 Rates

Key Convictions Across G3 Rates

Life in the Fast Lane

Life in the Fast Lane

Verif-AI-ng the Macro Consensus

Verif-AI-ng the Macro Consensus

Doubling Down on Dec FOMC

Doubling Down on Dec FOMC