| 18/01/22 |
Inflation, Supply Chains, and Constraints in Measuring |
Jason Benderly
|
Benderly Economic Insights
|
| 13/01/22 |
Chemicals: Your Window on the World |
Paul Satchell
|
The pH Report
|
| 12/01/22 |
2022 Outlook |
David Murrin
|
Global Forecaster
|
| 08/12/21 |
Biden’s Act 2 |
James Lucier
Kim Monk
Ian Katz
Robert Kaminski
Byron Callan
Rob Smith
|
Capital Alpha Partners
|
| 02/12/21 |
Is the great post-pandemic bull market over? |
Donald Luskin
|
TrendMacro
|
| 01/12/21 |
IRF Shorting Conference Call |
Zhiping Zhao
Jon Telgener
Thomas Chanos
Kurt Feshbach
Britt McLoy
Dr Elliot Favus
|
280First
Channel Dynamics
Badger Consultants
The Bindle Paper
Off Wall Street
Favus Institutional Research
|
| 24/11/21 |
Slump-flation in 2022? |
Michael Howell
|
CrossBorder Capital
|
| 23/11/21 |
Cybersecurity, Cryptocurrencies and Safely Navigating the Metaverse: Digital Security and Asset Scarcity Underpinned by Blockchain Payments Architecture |
Sean Maher
|
Entext
|
| 18/11/21 |
Behavioural Sciences and the Psychology of the Sell |
Herman Brodie
|
Prospecta
|
| 17/11/21 |
EU Net Zero equity plays: boring high voltage interconnectors offer long term FCF & returns, hyped hydrogen electrolyzers don’t |
Dan Waterman
Steven Bowen
|
Sustainable Investing
|
| 10/11/21 |
Looking at the big supply side issues with Big Data |
Jeffrey Young
|
Deep Macro
|
| 03/11/21 |
Inflation, Terminal Rates and the Central Bank Peloton |
Manoj Pradhan
|
Talking Heads Macro
|
| 02/11/21 |
The Gold and Silver Bull Market is Not Over |
Jeffrey Christian
|
CPM Group
|
| 21/10/21 |
Emerging Markets Conference Call |
Hani Sabra
Zekeriya Ozturk
Peter Attard Montalto
Christopher Granville
Menzi Ndhlovu
|
Alef Advisory
iRes
Intellidex
TS Lombard
Signal Risk
|
| 20/10/21 |
Disrupting the Financial Services Industry |
Marc Rubinstein
|
Fordington Advisors
|
| 19/10/21 |
Stagflation, Disinflation, Divergence - Key Themes for 2021Q4 and on into 2022 |
Andrew Hunt
|
Andrew Hunt Economics
|
| 14/10/21 |
Safe As Houses: European HY Real Estate Bombs |
Wolfgang Felix
|
Sarria Analysis
|
| 14/10/21 |
Japanese Market Impact under New Prime Minister |
Ryoji Musha
|
Musha Research
|
| 13/10/21 |
China vs USA; Clash of the Titans - The Panda Awakes |
Richard Windsor
|
Radio Free Mobile
|
| 12/10/21 |
Exploring the Contemporary US Beverage Market |
Gary Hemphill
Brian Sudano
|
Beverage Marketing Corporation
|
| 07/10/21 |
Beyond Evergrande: Why Xi's New Derisking Efforts are China's Biggest Policy Shift in Two Decades |
Leland Miller
|
China Beige Book
|
| 06/10/21 |
Investment in a Sawtooth Pandemic Recovery |
David Roche
|
Independent Strategy
|
| 05/10/21 |
China Industry 4.0: Winners from China's Regulatory Crackdown |
Eoin Gleeson
Michael Orme
|
Signum Intel
|
| 28/09/21 |
The Reflation Trade at a Crossroads |
Brian McCarthy
|
Macrolens
|
| 23/09/21 |
German Election Special |
Christopher Gluck
Helen Thomas
Wolfgang Munchau
Joseph de Weck
|
Forefront Advisers
Blonde Money
EuroIntelligence
Greenmantle
|
| 23/09/21 |
Policy Makers are Playing with Fire! |
Julian Brigden
|
Macro Intelligence 2 Partners
|
| 21/09/21 |
US Policy Catalysts: H2 2021 |
Brandon Barford & Stephen Myrow
|
Beacon Policy Advisors
|
| 16/09/21 |
Beat the Crowd: Major Year-End Sector Rotation Shift Has Started |
Michael Belkin
|
Belkin Report
|
| 15/09/21 |
Autos, Payments and Materials - High Conviction US Equity Ideas |
John Healy, Kartik Mehta & Kevin Hocevar
|
Northcoast Research
|
| 15/09/21 |
Global Macro Trade Ideas |
Jonathan Turek
|
JST Advisors
|
| 07/09/21 |
Outlook on Chinese Capital Markets - Will Divergence Continue? |
Josh Sheng
|
Datayes
|
| 02/09/21 |
Is it Occasionally Wise to be Conventional? |
Richard Edwards
|
HED Capital Management
|
| 01/09/21 |
Video Gaming Sector Update |
Eric Kress
|
Gossamer Consulting Group
|
| 19/08/21 |
The Major Upcoming Risks to Portfolios |
Derek Sicklen
Peter Stellios
Dr. Frank Shostak
|
AAS Economics
|
| 18/08/21 |
China Factors in Base Metals |
William Hess
Song Gao
|
PRC Macro
|
| 06/08/21 |
US Equities - Navigating an Expensive Market |
Salvatore Ruscitti
|
MRB Partners
|
| 04/08/21 |
China Internet - Regulatory Risks |
Michael Clendenin
|
RedTech Advisors
|
| 29/07/21 |
A Post-China World: Peak Liquidity and Peak Growth? |
Michael Howell
|
CrossBorder Capital
|
| 28/07/21 |
Why Much Higher Inflation Will be Sustained |
David Ranson
|
HCWE & Co.
|
| 20/07/21 |
IRF Conference on Commodities - Oil Markets Outlook: Looking beyond Covid; How to Think About OPEC Going Forward; Will Growth in Industrial Production be Enough to Sustain Commodity Market Optimism; New Energy Vehicles And Their Potential Effects on Metals; Diversified Companies, Copper Miners, Nickel Producers; ESG and Supply Chains; Fertilisers - Potash / Phosphate to Outperform |
Vandana Hari
Kathleen Kelley
Huw Roberts & Claire Hassall
Jeffrey Christian
Tony Robson
Mark Latham
Gaius King
|
Vanda Insights
Queen Anne's Gate Capital
CHR Metals
CPM Group
Global Mining Research
Commodity Intelligence
Janus Analysis
|
| 14/07/21 |
Can US Retailers accelerating sales trends continue in 2H 2021 |
Mark Friedman
Marni Shapiro
|
The Retail Tracker
|
| 08/07/21 |
China Inflation Fears, Deleveraging Pain, & Beijing's New Commodities Strategy: A Look Inside Our New China Economic Data |
Leland Miller
|
China Beige Book
|
| 07/07/21 |
The Race to Keep Ahead of the Virus / Macroeconomics / UK/EU Relations |
James McBride
|
Forefront Advisers
|
| 06/07/21 |
How to Play Profitable Spinoffs that The Street Misses |
Jim Osman & Jonathan Morgan
|
The Edge
|
| 25/06/21 |
Understanding Digital Currencies |
Santiago Espinosa
|
MRB Partners
|
| 24/06/21 |
"Peak Growth" does not mean "Peak Markets" |
Jeffrey Young
|
Deep Macro
|
| 22/06/21 |
Auto markets accelerate into an electrified and autonomous world |
Paul Hodges
|
The pH Report
|
| 17/06/21 |
Latin America: at the start of another lost decade? |
Marcos Buscaglia
|
Alberdi Partners
|
| 16/06/21 |
IRF Shorting Conference Call |
Mark Hiley
Robert Prather
Thomas Beevers
Jay Van Sciver
Jeff Middleswart & Bill Whiteside
|
The Analyst
Vision Research
StockViews
Hedgeye
Behind the Numbers
|
| 16/06/21 |
Inflation, Central Bank Transition, A PMI Cycle Peak, & Hedging China Risks |
Craig Ferguson
|
Antipodean Capital Management
|
| 10/06/21 |
Alternative Fuel Vehicle Rankings: Multi-Factor Model Call |
Michael Webber
Rob Meaney
Greg Wasikaowski
|
Webber Research
|
| 09/06/21 |
So what’s next for the oil sector? |
Mike Rothman
|
Cornerstone Analytics
|
| 02/06/21 |
What’s Brewing in Brazil? Climate Calamity Creates Coffee Crisis |
Judith Ganes
|
J Ganes Consulting
|
| 01/06/21 |
How Far will Reflation Go? |
Gerard Minack
|
Minack Advisors
|
| 27/05/21 |
Sunspot Inflation in 2021, the Real McCoy in 2022 |
Manoj Pradhan
|
Talking Heads Macro
|
| 26/05/21 |
Can the American republic – and its capital markets – survive the nation’s flirtation with the “total state"? |
Stephen Soukup
|
The Political Forum
|
| 20/05/21 |
Fizzle Exceeds Sizzle Outside the United States…There Ain't No Inflation There |
Carl Weinberg
|
High Frequency Economics
|
| 13/05/21 |
Investment Opportunities in The Clean Energy Transition, From Mining to Materials Science Plays |
Sean Maher
|
Entext
|
| 12/05/21 |
5G Networks / TV Streaming / Renewable Energy |
Peter White
Caroline Gabriel
Alex Davies
|
Rethink Technology Research
|
| 06/05/21 |
Sector Shift: The Best Offence is a Good Defence |
Michael Belkin
|
Belkin Report
|
| 05/05/21 |
Post Covid: Successfully trading Working Capital? |
Wolfgang Felix
|
Sarria Analysis
|
| 29/04/21 |
What to Expect from Washington - Clean Energy, Infrastructure, Health |
James Lucier
Kim Monk
|
Capital Alpha Partners
|
| 27/04/21 |
R* and the Real Yield Vigilantes |
Manoj Pradhan
|
Talking Heads Macro
|
| 26/04/21 |
Insight into China’s Political Economy |
Song Gao
William Hess
|
PRC Macro
|
| 21/04/21 |
The Worry or the Wow? Global Macro & Markets on Multiple time frames |
Chris Watling
|
Longview Economics
|
| 20/04/21 |
Geopolitical Shifts in the Middle East in the Context of a New Administration in Washington |
Hani Sabra
|
Alef Advisory
|
| 15/04/21 |
Nanotechnology: How we are engineering life from the bottom up |
Michael Orme
Eoin Gleeson
|
Signum Intel
|
| 13/04/21 |
Intertemporal Disequilibrium and a World of Bubbles |
Brian Pellegrini
|
Intertemporal Economics
|
| 31/03/21 |
Vaccines End Recession Begins |
Helen Thomas
|
Blonde Money
|
| 24/03/21 |
Finding Value in the Stocks 2020 Left Behind |
Jonathan Boyar
|
Boyar Research
|
| 23/03/21 |
China's Economy and Behind the Scenes of Biden Administration's Developing China Policy |
Leland Miller
|
China Beige Book
|
| 18/03/21 |
The Leading Indicator That’s Always Ahead of the Fed |
Derek Sicklen
Dr. Frank Shostak
|
AAS Economics
|
| 18/03/21 |
Staying Ahead of the Fed: Austrian Monetary Theory's Key Leading Indicator |
Derek Sicklen
Dr. Frank Shostak
|
AAS Economics
|
| 17/03/21 |
The Politics of Catastrophe |
Niall Ferguson
|
Greenmantle
|
| 15/03/21 |
No Quick Fix for the UK Predicament |
Peter Warburton
|
Economic Perspectives
|
| 11/03/21 |
Latest Global Macro Views |
Phil Suttle
|
Suttle Economics
|
| 10/03/21 |
EM Macro & Commodities Conference |
Whitney Baker
Christopher Granville
Kathleen Kelley
Grace Fan
Peter Attard Montalto
Zekeriya Ozturk
Andras Radnoti
Barnabas Mester
Tatiana Orlova
Constance Malleret
|
Totem Macro
TS Lombard
Queen Anne's Gate Capital
Intellidex
iRes
Millennium Emerging Europe
Emerginomics
Intelligence Research
|
| 09/03/21 |
US Fiscal & Monetary Policy, the Economy, Inflation and Markets Outlook |
Conrad DeQuadros
John Ryding
|
RDQ Economics
|
| 04/03/21 |
How Money is Evolving & What Investors Need to Know as the Banking and Payments Industries Intersect |
Howard Mason
|
Renaissance Macro Research
|
| 03/03/21 |
How long can the Pax Draghiana last? |
Francesco Galietti
|
Policy Sonar
|
| 25/02/21 |
Ottoman Dreams, Libyan Nightmares, and Innocent's Folly - The Politics of Conquest |
Brian Pellegrini
|
Intertemporal Economics
|
| 25/02/21 |
Chinese Internet, Hardware & Global Semiconductors |
Ellen Huang
|
Westlake International
|
| 23/02/21 |
2021 Outlook: Three Cycle Tailwinds and Policy Risks |
Barry Knapp
|
Ironsides Macroeconomics
|
| 22/02/21 |
Two Big Issues: Is Inflation About to Break Out?/Are Assets Frothy or Even Overvalued? |
Dr. John Llewellyn
|
Llewellyn Consulting
|
| 17/02/21 |
Will the End of the Pandemic Turn Out Negative for Markets? |
Dominique Dwor-Frecaut
|
Dwor-Frecaut Macro
|
| 16/02/21 |
Time to Buckle Up? - Divergent Trends & The Return of Inflation |
Andrew Hunt
|
Andrew Hunt Economics
|
| 16/02/21 |
Pacific Inflation, Atlantic Stagflation – The World Diverges |
Andrew Hunt
|
Andrew Hunt Economics
|
| 12/02/21 |
Will Gold Post New Highs in 2021, or is the Bull Market Over? |
Philip Newman
|
Metals Focus
|
| 04/02/21 |
2021 Oil Market Forecast |
Mike Rothman
|
Cornerstone Analytics
|
| 03/02/21 |
Collapse Looms Large |
David Murrin
|
Global Forecaster
|
| 02/02/21 |
Stressed & Distressed - What to do in 2021? |
Stan Manoukian
|
Independent Credit Research
|
| 28/01/21 |
Huge Opportunity In US High-Quality Mid-Cap Names |
Matt Malgari
|
Kailash Concepts
|
| 27/01/21 |
The Illusions of Asset Inflation in 2021 |
Stephen Martus
|
Macro Hedge Advisors
|
| 27/01/21 |
Can 2021 Live Up to Expectations? |
Gerard Minack
|
Minack Advisors
|
| 21/01/21 |
Global Liquidity in 2021: A Warning |
Michael Howell
|
CrossBorder Capital
|
| 20/01/21 |
The Key Geopolitical Risks of 2021 and Beyond |
Christopher Parry
|
Merl House
|
| 19/01/21 |
Commodities - Finally, a Bull Market |
Mark Latham
|
Commodity Intelligence
|
| 16/12/20 |
The World's Best Trade |
Raoul Pal
|
Global Macro Investor
|
| 15/12/20 |
Biden joins Emily in Paris |
Thanos Papasavvas
|
ABP Invest
|
| 11/12/20 |
Geopolitics - Prospects, Risks and Opportunities in 2021 |
Sarah Fowler
|
Oxford Analytica
|
| 09/12/20 |
Money Supply, the Business Cycle and Asset Allocation |
Peter Stellios
Dr. Frank Shostak
Derek Sicklen
|
AAS Economics
|
| 07/12/20 |
Macro drives policy and policy drives markets |
Julian Brigden
|
Macro Intelligence 2 Partners
|
| 03/12/20 |
Macro trends affecting the CEE and Ukraine |
Andras Radnoti
Barnabas Mester
|
Millennium Emerging Europe
|
| 02/12/20 |
Global growth and implications for EM |
Manoj Pradhan
|
Talking Heads Macro
|
| 01/12/20 |
Shifting from Uncertainty to Analyzable Macro Risks |
Conrad DeQuadros
John Ryding
|
RDQ Economics
|
| 25/11/20 |
Cold Lazarus |
David Roche
|
Independent Strategy
|
| 25/11/20 |
Best Metal and Mining Stock Ideas for 2021 |
Tony Robson
David Radclyffe
|
Global Mining Research
|
| 24/11/20 |
The Shift to Fiscal Dominance and What it Means for Investors |
Gerard Minack
|
Minack Advisors
|
| 20/11/20 |
Current Themes - The Great Moderation, Bitcoin, Treasury Bonds, Corporate Yield and the Vaccine |
Jared Dillian
|
The Daily Dirtnap
|
| 19/11/20 |
Is US Losing Global Tech Leadership to Asia? |
Sean Maher
|
Entext
|
| 17/11/20 |
Has The Circus Left Washington? |
James Lucier
|
Capital Alpha Partners
|
| 12/11/20 |
U.S. Elections, Bottlenecks and Inflation |
Brian Pellegrini
|
Intertemporal Economics
|
| 11/11/20 |
The impact of COVID on Cyber Security spending |
Tom Morphis
Mike Rothman
|
Sales Pulse Research
|
| 10/11/20 |
Chile Economic Outlook: Walking on Ice |
Igal Magendzo
|
Pacifico Research
|
| 04/11/20 |
Investing During a Pandemic & China Coming Out of the Pandemic |
Charles Hess
Eric Zavolinsky
|
Inferential Focus
|
| 30/10/20 |
U.S. 2020 Elections: A Lot Is At Stake For Markets |
Peter Perkins
|
MRB Partners
|
| 22/10/20 |
The 2021 Bubble |
Michael Howell
|
CrossBorder Capital
|
| 20/10/20 |
Outlook for Energy and Commodities – DR. Distillate is Telling Us A Different Story |
Kathleen Kelley
|
Queen Anne's Gate Capital
|
| 20/10/20 |
Inflation Inflexion |
Tim Bond
|
Tim Bond Global Speculations
|
| 16/10/20 |
U.S. Election Impact on Health Care |
Kim Monk
Rob Smith
|
Capital Alpha Partners
|
| 14/10/20 |
Gold/Silver/Copper Outlook |
Dr. Martin Murenbeeld
|
Murenbeeld & Co
|
| 14/10/20 |
Turkey and South Africa Macro |
Peter Attard Montalto
Zekeriya Ozturk
|
Intellidex
iRes
|
| 07/10/20 |
Global Macro & Geopolitics |
Nouriel Roubini
Brunello Rosa
Peter Cecchini
|
Rosa & Roubini Associates
|
| 07/10/20 |
Macro/Market Outlook and Asset Allocation |
Callum Thomas
|
Topdown Charts
|
| 01/10/20 |
Global Macro & Strategy with Investment Recommendations - Occam's Razor |
Chris Watling
|
Longview Economics
|
| 29/09/20 |
China Internet Sector Review and Outlook |
Michael Clendenin
|
RedTech Advisors
|
| 29/09/20 |
What is the Chemicals Industry Telling Us About the Q4 Outlook? |
Paul Hodges
|
The pH Report
|
| 28/09/20 |
Trump, Trade, Tensions & China's Economy: Assessing Risk in the run-up to the 2020 US Election |
Leland Miller
|
China Beige Book
|
| 24/09/20 |
Its Geopolitics, Stupid! |
Thanos Papasavvas
|
ABP Invest
|
| 24/09/20 |
Forensic Accounting Training Presentations |
Paul Nagy
|
PN Finance
|
| 23/09/20 |
The Big Macro Issues Going Forward: Policy and the Trajectory of Recovery |
Russell Jones
|
Llewellyn Consulting
|
| 16/09/20 |
Welcome to Fear City |
Niall Ferguson
|
Greenmantle
|
| 11/09/20 |
Velocity of People |
Helen Thomas
|
Blonde Money
|
| 10/09/20 |
ESG Megatrends in a Post-Pandemic world |
François Boutin-Dufresne
|
Sustainable Market Strategies
|
| 09/09/20 |
Tesla: Why the company’s share price makes no sense and an introduction to Overstock.com |
Nathan Weiss
|
Unit Economics
|
| 03/09/20 |
The Forthcoming Change in Bond/Stock Correlation |
Dominique Dwor-Frecaut
|
Dwor-Frecaut Macro
|
| 27/08/20 |
Inflation expectations: Will it be different this time? |
Peter Warburton
|
Economic Perspectives
|
| 20/08/20 |
Video Gaming Outlook - Holiday Expectations, Hardware Cycle and IDFA Removal |
Eric Kress
|
Gossamer Consulting Group
|
| 12/08/20 |
Oil Market Outlook |
Vandana Hari
|
Vanda Insights
|
| 06/08/20 |
Luxury retailers penetration in China |
Junheng Li
|
JL Warren Capital
|
| 29/07/20 |
China’s New Scheme for Self-Sufficiency |
Song Gao
William Hess
|
PRC Macro
|
| 22/07/20 |
Liquidity Pocket Followed By Global Growth Rocket |
Teddy Vallee
|
Pervalle Macro
|
| 16/07/20 |
Asia Rising: Global Tech Value Chain Dominance to Drive Portfolio Reallocation |
Sean Maher
|
Entext
|
| 16/07/20 |
The Great Chinese Challenge |
David Murrin
|
Global Forecaster
|
| 08/07/20 |
China Channel Checks |
Ellen Huang
|
Westlake International
|
| 02/07/20 |
Global Liquidity Latest: It’s A Big, Beautiful ‘V’ |
Michael Howell
|
CrossBorder Capital
|
| 02/07/20 |
Deficits, the Fed and the Post-Corona Outlook for Inflation |
Richard Hockenson
|
Hokenson Demographics
|
| 01/07/20 |
Schumpeter’s Gale: It’s never different this time |
Barry Knapp
|
Ironsides Macroeconomics
|
| 25/06/20 |
Depression to Recession, Not Recovery |
Keith McCullough
|
Hedgeye
|
| 24/06/20 |
Asia After the Crisis |
Manu Bhaskaran
|
Centennial Asia Advisors
|
| 18/06/20 |
The Outlook from Washington |
James Lucier
|
Capital Alpha Partners
|
| 17/06/20 |
Infinite QE: The great divide to close? |
Andrew Hunt
|
Andrew Hunt Economics
|
| 12/06/20 |
UK macro |
Philip Rush
|
Heteronomics
|
| 03/06/20 |
Outlook for Gold |
Dr. Martin Murenbeeld
|
Murenbeeld & Co
|
| 02/06/20 |
Is There a Disconnect between Capital Markets and the “Real” US Economy? |
David Ranson
|
HCWE & Co.
|
| 29/05/20 |
China macro / National People's Congress analysis |
Charles Su
|
Horizon Insights
|
| 26/05/20 |
A Dance with a Depression |
Simon White
|
Variant Perception
|
| 22/05/20 |
EM: What will it take to get to “Whatever It Takes” |
Manoj Pradhan
|
Talking Heads Macro
|
| 19/05/20 |
Buy Buy Buy as Sentiment is far too Bearish |
Michael Belkin
|
Belkin Report
|
| 19/05/20 |
The Global Economic Outlook post Covid |
Phil Suttle
|
Suttle Economics
|
| 13/05/20 |
Primary research on China |
Leland Miller
|
China Beige Book
|
| 11/05/20 |
Investor Decisions Amid Consumer and Retail Turmoil |
Stacey Widlitz
|
SW Retail Advisors
|
| 06/05/20 |
The Unfolding |
Raoul Pal
|
Global Macro Investor
|
| 05/05/20 |
Oil: Where Do We Go From Here? |
Mike Rothman
|
Cornerstone Analytics
|
| 27/04/20 |
China’s recovery (or not), the deteriorating state of U.S.-China relations |
Brian McCarthy
|
Macrolens
|
| 27/04/20 |
COVID-19 - Epidemiology Analysis Shows Clear Exit Plan |
Naresh Chouhan
|
Intron Health
|
| 22/04/20 |
COVID-19 Can Change Everything |
Gerard Minack
|
Minack Advisors
|
| 21/04/20 |
It All Comes To Nought |
Helen Thomas
|
Blonde Money
|
| 20/04/20 |
Banks - Credit, liquidity, market risk, in unison |
Daniel Tabbush
|
Tabbush Report
|
| 16/04/20 |
Global liquidity set to surge by 40% - What are the implications? |
Michael Howell
|
CrossBorder Capital
|
| 15/04/20 |
Roadmap for the Allocation of Capital |
Chris Watling
Harry Colvin
|
Longview Economics
|
| 09/04/20 |
Preparing for the Inflationary Backlash |
Peter Warburton
|
Economic Perspectives
|
| 08/04/20 |
Where are we now? Markets are suspended but what will the AC world look like?' |
Andrew Hunt
|
Andrew Hunt Economics
|
| 07/04/20 |
Understanding the sequencing of China's Policy Response to Covid-19 |
Song Gao
William Hess
|
PRC Macro
|
| 03/04/20 |
Equity Investing into the Abyss |
Jonathan Boyar
|
Boyar Research
|
| 02/04/20 |
Humans are the Weakest Link. Invest in the Machines! |
Sean Maher
|
Entext
|
| 02/04/20 |
A General Turn in Macro with Implications for All Markets |
Julian Brigden
|
Macro Intelligence 2 Partners
|
| 27/03/20 |
Economic and financial consequences of the crisis |
Nouriel Roubini
Brunello Rosa
|
Rosa & Roubini
|
| 27/03/20 |
Oil - Taken leave of its senses |
Mark Latham
|
Commodity Intelligence
|
| 24/03/20 |
The debt-fuelled ring of fire |
Paul Hodges
|
The pH Report
|
| 23/03/20 |
The Effect of COVID-19 on Technology Supply Chains |
Shannon Cross
|
Cross Research
|
| 17/03/20 |
Stocks, FX, Bonds, Commodities |
David Murrin
|
Global Forecaster
|
| 06/03/20 |
Global Liquidity Risks in 2020 & Beyond |
Brian Pellegrini
|
Intertemporal Economics
|
| 19/02/20 |
Divesting Out Of Oil & Towards New Opportunities |
François Boutin-Dufresne
|
Sustainable Market Strategies
|
| 11/02/20 |
Energy and Mining Sectors: Palissy Advisors’ High Conviction Equity Ideas for 2020 |
Matthieu Raimbault
|
Palissy Advisors
|
| 06/02/20 |
The China Syndrome - Thematic with Trade Recommendations |
Sean Maher
|
Entext
|
| 29/01/20 |
Global Macro - More Goldilocks |
Gerard Minack
|
Minack Advisors
|
| 14/01/20 |
Forensic Accounting Training Presentations - Paid Sessions |
Paul Nagy
|
PN Finance
|
| 13/01/20 |
Global Metals & Mining Fundamental Research |
Tony Robson
|
Global Mining Research
|
| 13/01/20 |
Behavioural Finance - Diversity & Inclusion |
Herman Brodie
|
Prospecta
|
| 10/12/19 |
The madness of modern monetary policy; a.k.a where are all the bubbles? |
Chris Watling
|
Longview Economics
|
| 14/11/19 |
What happens if (and when) the global economy rebounds into 2020? |
Phil Suttle
|
Suttle Economics
|
| 17/10/19 |
Why doesn’t China embark on Stimulus? Why do Chinese credit markets remain so calm? How do balanced capital flows square with talk of a dollar shortage? |
Brian McCarthy
|
Macrolens
|
| 03/10/19 |
5G: is this the biggest disruption in telecoms since the dotcom bubble? |
James Ratxer
Andrew Entwistle
|
New Street Research
|
| 20/09/19 |
US Outlook: Just A “MidCycle Adjustment” For A Mid-Cycle Slowdown, Or A Major Turning Point For Both Fed Policy And The Economy? |
Jim O'Sullivan
|
High Frequency Economics
|
| 18/09/19 |
EM Investing At the End of the Cycle |
Whitney Baker
|
Totem Macro
|
| 13/09/19 |
Global Macro - Market Commentary. Navigating Brexit: 'What options for Boris!? No Deal, Election, Delay? In addition to Helen, hear from a Northern Ireland Specialist on how the border will be dealt with |
Helen Thomas
|
Blonde Money
|
| 14/08/19 |
Global Macro - The Dollar Recession |
Andrew Hunt
|
Andrew Hunt Economics
|
| 11/07/19 |
Stock Picking: European Equity Long and Short Ideas |
Mark Hiley
|
The Analyst
|
| 06/06/19 |
Oil’s Fundamentals: Updated supply and demand forecasts, OPEC meeting impacts, current industry themes and high conviction equity ideas |
Matthieu Raimbault
|
Palissy Advisors
|
| 05/06/19 |
More Goldilocks: the US expansion keeps going |
Gerard Minack
|
Minack Advisors
|
| 24/04/19 |
European Long and Short Equity Ideas |
Jules Hull
|
StockViews
|
| 26/03/19 |
Why a QE4 Will Happen and How Global Liquidity Will Drive Gold and Emerging Markets Higher and the Dollar Lower |
Michael Howell
|
CrossBorder Capital
|
| 01/03/19 |
Technology Thematics - Machine Learning, AI, Neuromorphic Chips and more |
Michael Orme
|
Signum Intel
|
| 22/01/19 |
After an 'all-fall-down' year is the bad news in the price? |
Gerard Minack
|
Minack Advisors
|
| 21/01/19 |
Latest Macro Insights on US, Europe, Brexit and China |
Carl Weinberg
Jim O'Sullivan
|
High Frequency Economics
|
| 12/12/18 |
Global Macro - Flow of Funds approach Macro Economic Analysis |
Andrew Hunt
|
Andrew Hunt Economics
|
| 06/11/18 |
Growth and Inflation - The biggest risks to market equilibrium |
Ronnie Aked
|
Macro Intelligence 2 Partners
|
| 17/10/18 |
How to invest when Democracy is under threat? |
David Roche
|
Independent Strategy
|
| 12/09/18 |
US vs China - Market Implications of the Coming Disruption to Global Capital Flows |
Michael Howell
|
CrossBorder Capital
|
| 28/06/18 |
Latest Macro Insights |
Chris Watling
|
Longview Economics
|
| 19/06/18 |
Fundamental Research on Global Economic and Market Trends |
Gerard Minack
|
Minack Advisors
|
| 25/01/18 |
Thematic Research and Actionable Asset Allocation |
Sean Maher
|
Entext
|
| 09/05/17 |
IRF was a Media Partner for the London Value Conference |
- |
-
|
| 09/03/17 |
IRF Co-Sponsored Global Independent Research Conference |
- |
-
|