Predicting the opposite of the mainstream consensus. […]
donald trump
The bloodbath in bitcoin has only just begun Why cryptocurrencies are doomed to fail
Why cryptocurrencies are doomed to fail. […]
The anatomy of a British pound collapse Our Macro commentator on the outlook for sterling
Our Macro commentator on the outlook for sterling. […]
Global political instability: a threat to the markets? A macro view of volatility and market resilience
A macro view of volatility and market resilience. […]
The hunt for value in global equities Matein Khalid explores the dramatic shift in the US stock market from growth/momentum to value shares
Matein Khalid explores the dramatic shift in the US stock market from growth/momentum to value shares. […]
Europe faces macro storm clouds this autumn My predictions for the next few months
My predictions for the next few months. […]
Wall Street: a hawkish Federal Reserve and the US dollar comeback Also in this week's column: investing in Fox News and the Standard Oil twins
My latest thoughts on the Federal Reserve, investing in Fox News and the Standard Oil twins. […]
The fallout from the UK election is self-evident Plus: the latest on investing in Singapore and the future of the US Dollar Index
Matein Khalid’s macro perspective on the UK general election, plus investing in Singapore and Indonesia and the future of the US Dollar Index. […]
Saudi Arabia and the age of shale In this week's update on global asset markets, Matein Khalid considers shale, European equities, and the emerging market of Argentina
In this week’s update on global asset markets, Matein Khalid considers shale, European equities, and the emerging market of Argentina. […]