Author: appliedglobalmacroresearch

Coronavirus: Updating Data and Economic Scenarios

COVID-19: How Will it Impact the World Economy?

2019 Financial Market Outlook: Tactical Opportunities

2019 Macro Outlook: Continued US Outperformance, Global Manufacturing Cycle Stabilizing

The Short Term Tactical Indicator June 2017.pdf

The Euro Area Growth Story in Perspective.pdf

SP500 volatility final.pdf

Relative returns Incorporating Credit in portfolios Part 5.pdf

Outlook for Bank Credit (February 2017).pdf

Forecast Briefing (Jan 2017).pdf