by thelykeion | Dec 9, 2020 | Macro
Reflationary Expectations MACRO by Roger Hirst FollowFollow Dec 09, 2020 Key Takeaways Whilst the potential for inflation has been on the rise recently, we still feel it’s unlikely that we’ll see any undesired increase in price levels at least for the next...
by thelykeion | Oct 13, 2020 | Macro
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,...
by thelykeion | Sep 3, 2020 | Macro
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...
by thelykeion | Jul 29, 2020 | Macro
Can Policy Makers turn the ‘V’ into Victory? Macro Print for 29 July 2020 · by Roger Hirst Download as PDF Key Takeaways Many global data points appear to be carving out a V-shaped recovery. This is deeply misleading, merely reflecting the depth of the economic...
by thelykeion | Jun 25, 2020 | Macro
Destructive Creation: Killing Growth with More Stimulus Macro Print for 25 June 2020 · by Roger Hirst Download as PDF Key Takeaways Has the U.S. equity market become a reverse indicator in which higher prices represent a decline in the prospects for economic growth?...
by thelykeion | May 28, 2020 | Macro
Fiscal Stimulus: A Cure or a Curse? Macro Print for 28 May 2020 · by Roger Hirst Download as PDF Key Takeaways We can expect to see some level of inflationary bottlenecks, especially in heavy industries which are easily switched off, but take time to switch back on....
