Who Picks Up The Bill? Part 2

Who Picks Up The Bill? Part 2 Macro Print for 13 October 2020 · by Roger Hirst Key Takeaways In the last Macro print, we analyzed how Austerity and Taxation work in the context of financing fiscal spending. We concluded that, given the current levels of stimulus,...

Choppy Ride Ahead of U.S.

Choppy Ride Ahead of U.S. Markets Print for 29 September 2020 · by Diego Tremiterra Key Takeaways Election years have historically brought positive return to markets, and since 1944 we only had two election years that were not positive… 2000 (Dot-com Crash) and 2008...

Notes… from people way smarter than us

Notes…from people way smarter than us September 2020 · by Diego Tremiterra Download as PDF From the following: “The End of Alchemy: Money, Banking, and Future of the Global Economy” By Mervyn King Having recently read Lord Mervyn King’s book, The End of Alchemy,...

Who Picks Up The Bill? Part 1

Who Picks Up The Bill? Part 1 Macro Print for 3 September 2020 · by Roger Hirst Download as PDF Key Takeaways Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep the global economy afloat amidst the COVID...