Macro ideas | The Property Chronicle

Global Investing

by Matein Khalid | Apr 18, 2018 | The Macro View

After a 1000 point midweek Dow rally, the US stock market was slammed again by 567 Dow points on Friday after President Trump announced $100 billion in additional tariffs on China and the March payroll growth number was a dismal 103,000 relative to the Wall Street...

Wall Street – The rising LIBOR and the global financial markets

by Matein Khalid | Apr 5, 2018 | The Macro View

Federal Reserve Chairman Jerome Powell made it clear that his strategy on interest rate hikes will be guided by the real time performance of the US economy, not the estoric econometric models of the central bank’s staff monetary economists. Unlike Ben Bernanke, Alan...

Macro Ideas – The bullish case for British equities

by Matein Khalid | Mar 29, 2018 | The Macro View

Brexit, sterling’s fall from grace, the collapse of the London housing bubble and the fractious politics of Theresa May’s Tory government in Westminster has made UK equities a pariah for global asset allocators. British equities exhibit metrics of investor pessimism...