Author: appliedglobalmacroresearch

A New Regime for Global Trade and Manufacturing, part I – the unusual weakness in global trade in this cycle

Trend growth impact on markets

Relative yields_oct 2016

Relative returns German bonds vs equities-2

MSCI EM-The Walk in the Desert_January 2016_final

MSCI EM Aug 2016

Financial Market Briefing_Oct 2016

Financial Market Briefing_Jun 2016_After Brexit

Financial Market Briefing (Mar 2016)

Bond Markets in 2016_January 2016