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We provide independent macroeconomic forecasting and analysis to asset managers, banks and global corporations around the world. For almost twenty years we have helped institutions improve their investment thinking, their returns and their management of risk.

The Monetary Merry-Go-Round: The Transcript

Our latest Witness Symposium took place on November 17th. Our key contributors, Paul Volcker, Jacques de Larosiere and Lord Lawson were supported by a host of expert commentators.

A transcript is being prepared of the day's events. For further information please click here.

06 Jan 09 GIO Update Taking air out of the bond bubble Stabilizing consumer data in some economies has helped risk assets (equities, commodities and corporate bonds), taken a little air out of the government bond bubble and, to the extent that better sentiment has been US-led, helped the US dollar against the euro and yen. We are taking profits on a number of recommendations: long Gold and Silver, long Corn, long Brazil Jan'10 DI futures, long EUR/GBP, long CZK/PLN and short MXN/CLP. Also, we cut losses on long AUD/NZD.

05 Jan 09 UK Bulletin A new year, same old problems WE SUGGEST: Ongoing recession in H1 2009 SUMMARY: The current downturn in UK economic activity has been worsened by a severe... 05 Jan 09 Daily Notes 30-year rule favours US stocks WE SUGGEST: Prospective returns good, if below average SUMMARY: The US stock market’s 30-year “long cycle” since 1920 ... 24 Dec 08 Daily Notes US leading indicators up, laggers down WE SUGGEST: Treasury bonds vulnerable SUMMARY: Falling gasoline prices are knocking on to lower headline prices and rising r...