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Macro

'Macro' means 'large scale' or 'big picture'. Posts in the category relate to economics, monetary policy, politics, climate change, trends and cycles, industries and companies etc.

30 Jun 2016

Key Questions in the Aftermath of the Brexit Vote to Leave

There is much that can be written about the referendum result. Indeed, much already has been. I shall try to keep this simple and focus...

30 Apr 2016

What are OECD Leading Indicators Telling Us?

The OECD calculates leading indices every month for a large number of countries. Chart 5 below shows the year-on-year change in the...

31 May 2016

Corporate Sector Indicators

Sales per share is often an interesting indicator to look at. Charts 6 and 7 below do just that, the first by geography and the second by...

1 May 2015

The Big Picture

Looking back, the biggest events over the last 18 months have been the substantial falls in G7 bond yields and the oil price as well as...

31 May 2016

What are Betting Markets Telling Us About the UK Referendum?

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. First it was...

1 Jul 2009

Seacrest versus Sachs

To imply that Ryan Seacrest's $45 million three year American Idol deal announced last Monday is as obscene as Goldman's $3.4 billion...

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Macro

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