| 13/04/21 |
Brian Pellegrini, Intertemporal Economics
|
Intertemporal Disequilibrium and a World of Bubbles |
| 31/03/21 |
Helen Thomas, Blonde Money
|
Vaccines End Recession Begins |
| 24/03/21 |
Jonathan Boyar, Boyar Research
|
Finding Value in the Stocks 2020 Left Behind |
| 23/03/21 |
Leland Miller, China Beige Book
|
China's Economy and Behind the Scenes of Biden Administration's Developing China Policy |
| 18/03/21 |
Derek Sicklen, AAS Economics
Peter Stellios, AAS Economics
|
The Leading Indicator That’s Always Ahead of the Fed |
| 17/03/21 |
Niall Ferguson, Greenmantle
|
The Politics of Catastrophe |
| 15/03/21 |
Peter Warburton, Economic Perspectives
|
No Quick Fix for the UK Predicament |
| 11/03/21 |
Phil Suttle, Suttle Economics
|
Latest Global Macro Views |
| 09/03/21 |
Conrad DeQuadros, RDQ Economics
John Ryding, RDQ Economics
|
An Update on the Outlook for U.S. Fiscal and Monetary Policy, the Economy, Inflation, and Markets |
| 04/03/21 |
Howard Mason, Renaissance Macro Research
|
How Money is Evolving & What Investors Need to Know as the Banking and Payments Industries Intersect |
| 03/03/21 |
Francesco Galietti, Policy Sonar
|
How long can the Pax Draghiana last? |
| 25/02/21 |
Brian Pellegrini, Intertemporal Economics
|
Ottoman Dreams, Libyan Nightmares, and Innocent's Folly - The Politics of Conquest |
| 25/02/21 |
Ellen Huang, Westlake International
|
Chinese Internet, Hardware & Global Semiconductors |
| 23/02/21 |
Barry Knapp, Ironsides Macroeconomics
|
2021 Outlook: Three Cycle Tailwinds and Policy Risks |
| 22/02/21 |
Dr. John Llewellyn, Llewellyn Consulting
|
Two Big Issues: Is Inflation About to Break Out?/Are Assets Frothy or Even Overvalued? |
| 17/02/21 |
Dominique Dwor-Frecaut, Dwor-Frecaut Research
|
Will the End of the Pandemic Turn Out Negative for Markets? |
| 16/02/21 |
Andrew Hunt, Andrew Hunt Economics
|
Pacific Inflation, Atlantic Stagflation – The World Diverges |
| 12/02/21 |
Philip Newman, Metals Focus
|
Will Gold Post New Highs in 2021, or is the Bull Market Over? |
| 04/02/21 |
Mike Rothman, Cornerstone Analytics
|
2021 Oil Market Forecast |
| 03/02/21 |
David Murrin, Global Forecaster
|
Collapse Looms Large |
| 02/02/21 |
Stan Manoukian, Independent Credit Research
|
Stressed & Distressed - What to do in 2021? |
| 27/01/21 |
Stephen Martus, Macro Hedge Advisors
|
The Illusions of Asset Inflation in 2021 |
| 27/01/21 |
Gerard Minack, Minack Advisors
|
Can 2021 Live Up to Expectations? |
| 21/01/21 |
Michael Howell, CrossBorder Capital
|
Global Liquidity in 2021: A Warning |
| 20/01/21 |
Christopher Parry, Merl House
|
The Key Geopolitical Risks of 2021 and Beyond |
| 19/01/21 |
Mark Latham, Commodity Intelligence
|
Commodities - Finally, a Bull Market |
| 16/12/20 |
Raoul Pal, Global Macro Investor
|
The World's Best Trade |
| 15/12/20 |
Thanos Papasavvas, ABP Invest
|
Biden joins Emily in Paris |
| 11/12/20 |
Sarah Fowler, Oxford Analytica
|
Geopolitics - Prospects, Risks and Opportunities in 2021 |
| 09/12/20 |
Peter Stellios, AAS Economics
|
Money Supply, the Business Cycle and Asset Allocation |
| 07/12/20 |
Julian Brigden, Macro Intelligence 2 Partners
|
Macro drives policy and policy drives markets |
| 03/12/20 |
Andras Radnoti, Millennium Emerging Europe
Barnabas Mester, Millennium Emerging Europe
|
Macro trends affecting the CEE and Ukraine |
| 02/12/20 |
Manoj Pradhan, Talking Heads Macro
|
Global growth and implications for EM |
| 01/12/20 |
Conrad DeQuadros, RDQ Economics
John Ryding, RDQ Economics
|
Shifting from Uncertainty to Analyzable Macro Risks |
| 27/11/20 |
Gerard Minack, Minack Advisors
|
The shift to fiscal dominance - Investor implications |
| 25/11/20 |
Tony Robson, Global Mining Research
|
Best Metal and Mining Stock Ideas for 2021 |
| 25/11/20 |
David Roche, Independent Strategy
|
Cold Lazarus |
| 24/11/20 |
Gerard Minack, Minack Advisors
|
The Shift to Fiscal Dominance and What it Means for Investors |
| 20/11/20 |
Jared Dillian, The Daily Dirtnap
|
Current Themes - The Great Moderation, Bitcoin, Treasury Bonds, Corporate Yield and the Vaccine |
| 19/11/20 |
Sean Maher, Entext
|
Is US Losing Global Tech Leadership to Asia? |
| 18/11/20 |
Benjamin Breitholtz, Arbor Data Science
|
Global Macro & Alternative Data |
| 17/11/20 |
James Lucier, Capital Alpha Partners
|
Has The Circus Left Washington? |
| 12/11/20 |
Brian Pellegrini, Intertemporal Economics
|
U.S. Elections, Bottlenecks and Inflation |
| 11/11/20 |
Mike Rothman, Cornerstone Analytics
Tom Morphis, Sales Pulse Research
|
The impact of COVID on Cyber Security spending |
| 10/11/20 |
Igal Magendzo, Pacifico Research
|
Chile Economic Outlook: Walking on Ice |
| 04/11/20 |
Charles Hess, Inferential Focus
|
Investing During a Pandemic & China Coming Out of the Pandemic |
| 30/10/20 |
Peter Perkins, MRB Partners
|
U.S. 2020 Elections: A Lot Is At Stake For Markets |
| 22/10/20 |
Michael Howell, CrossBorder Capital
|
The 2021 Bubble |
| 20/10/20 |
|
Inflation Inflexion |
| 20/10/20 |
Kathleen Kelley, Queen Anne's Gate Capital
|
Outlook for Energy and Commodities – DR. Distillate is Telling Us A Different Story |
| 16/10/20 |
Kim Monk, Capital Alpha Partners
Rob Smith, Capital Alpha Partners
|
U.S. Election Impact on Health Care |
| 14/10/20 |
Peter Montalto, Intellidex
Zekeriya Ozturk, iRes
|
Turkey and South Africa Macro |
| 14/10/20 |
Dr. Martin Murenbeeld, Murenbeeld & Co
|
Gold/Silver/Copper Outlook |
| 07/10/20 |
Brunello Rosa, Rosa & Roubini Associates
Nouriel Roubini, Rosa & Roubini Associates
|
Global Macro & Geopolitics |
| 06/10/20 |
Callum Thomas, Topdown Charts
|
Macro/Market Outlook and Asset Allocation |
| 01/10/20 |
Chris Watling, Longview Economics
Chris Watling, Longview Economics
|
Global Macro & Strategy with Investment Recommendations |
| 29/09/20 |
Paul Hodges, The pH Report
|
What is the Chemicals Industry Telling Us About the Q4 Outlook? |
| 29/09/20 |
Michael Clendenin, RedTech Advisors
|
China Internet Sector Review and Outlook |
| 28/09/20 |
Leland Miller, China Beige Book
|
Trump, Trade, Tensions & China's Economy: Assessing Risk in the run-up to the 2020 US Election |
| 24/09/20 |
|
Its Geopolitics, Stupid! |
| 24/09/20 |
Paul Nagy, PN Finance
|
Forensic Accounting Training Presentations |
| 23/09/20 |
Russell Jones, Llewellyn Consulting
|
The Big Macro Issues Going Forward: Policy and the Trajectory of Recovery |
| 16/09/20 |
Niall Ferguson, Greenmantle
|
Welcome to Fear City |
| 11/09/20 |
Helen Thomas, Blonde Money
|
Velocity of People |
| 10/09/20 |
François Boutin-Dufresne, Sustainable Market Strategies
|
ESG Megatrends in a Post-Pandemic world |
| 09/09/20 |
Nathan Weiss, Unit Economics
|
Tesla: Why the company’s share price makes no sense and an introduction to Overstock.com |
| 03/09/20 |
Dominique Dwor-Frecaut, Dwor-Frecaut Research
|
The Forthcoming Change in Bond/Stock Correlation |
| 27/08/20 |
Peter Warburton, Economic Perspectives
|
Inflation expectations: Will it be different this time? |
| 19/08/20 |
Eric Kress, Gossamer Consulting Group
|
Video Gaming Outlook - Holiday Expectations, Hardware Cycle and IDFA Removal |
| 12/08/20 |
Vandana Hari, Vanda Insights
|
Oil Market Outlook |
| 06/08/20 |
Junheng Li, JL Warren Capital
|
Luxury retailers penetration in China |
| 29/07/20 |
Song Gao, PRC Macro
William Hess, PRC Macro
|
China’s New Scheme for Self-Sufficiency |
| 22/07/20 |
Teddy Vallee, Pervalle Macro
|
Liquidity Pocket Followed By Global Growth Rocket |
| 16/07/20 |
Sean Maher, Entext
|
Asia Rising: Global Tech Value Chain Dominance to Drive Portfolio Reallocation |
| 16/07/20 |
David Murrin, Global Forecaster
|
The Great Chinese Challenge |
| 08/07/20 |
Ellen Huang, Westlake International
|
China Channel Checks |
| 02/07/20 |
Michael Howell, CrossBorder Capital
|
Global Liquidity Latest: It’s A Big, Beautiful ‘V’ |
| 02/07/20 |
Richard Hockenson, Hokenson Demographics
|
Deficits, the Fed and the Post-Corona Outlook for Inflation |
| 01/07/20 |
|
Schumpeter’s Gale: It’s never different this time |
| 25/06/20 |
Keith McCullough, Hedgeye
|
Deep Quad 4 to Deep Quad 3 |
| 18/06/20 |
James Lucier, Capital Alpha Partners
|
The Outlook from Washington |
| 17/06/20 |
Andrew Hunt, Andrew Hunt Economics
|
Can QE be Infinite? |
| 12/06/20 |
Philip Rush, Heteronomics
|
UK macro |
| 11/06/20 |
Michael Orme, Signum Intel
|
Retreating from Ricardo |
| 03/06/20 |
|
Outlook for Gold |
| 02/06/20 |
David Ranson, HCWE & Co.
|
Is There a Disconnect between Capital Markets and the “Real” US Economy? |
| 02/06/20 |
Hassan Ahmed, Alembic Global Advisors
Pete Skibitski, Alembic Global Advisors
|
Chemicals sector and company analysis and A&D sector outlook |
| 29/05/20 |
Charles Su, Horizon Insights
|
China macro / National People's Congress analysis |
| 26/05/20 |
|
A Dance with a Depression |
| 22/05/20 |
Manoj Pradhan, Talking Heads Macro
|
Whatever It Takes |
| 19/05/20 |
Michael Belkin, Belkin Report
|
Buy Buy Buy as Sentiment is far too Bearish |
| 19/05/20 |
Phil Suttle, Suttle Economics
|
The Global Economic Outlook post Covid |
| 13/05/20 |
Leland Miller, China Beige Book
|
Primary research on China |
| 11/05/20 |
Stacey Widlitz, SW Retail Advisors
|
Investor Decisions Amid Consumer and Retail Turmoil |
| 06/05/20 |
Raoul Pal, Global Macro Investor
|
The Unfolding |
| 05/05/20 |
Mike Rothman, Cornerstone Analytics
Mike Rothman, Cornerstone Analytics
|
Oil: Where Do We Go From Here? |
| 27/04/20 |
Naresh Chouhan, Intron Health
|
COVID-19 - Epidemiology Analysis Shows Clear Exit Plan |
| 27/04/20 |
Brian McCarthy, Macrolens
|
China’s recovery (or not), the deteriorating state of U.S.-China relations |
| 22/04/20 |
Gerard Minack, Minack Advisors
|
COVID-19 Can Change Everything |
| 21/04/20 |
Helen Thomas, Blonde Money
|
It All Comes To Nought |
| 20/04/20 |
Daniel Tabbush, Tabbush Report
|
Banks - Credit, liquidity, market risk, in unison |
| 16/04/20 |
Michael Howell, CrossBorder Capital
|
Global liquidity set to surge by 40% - What are the implications? |
| 15/04/20 |
Chris Watling, Longview Economics
Harry Colvin, Longview Economics
|
Fiscal, Monetary, Market Considerations |
| 09/04/20 |
Peter Warburton, Economic Perspectives
|
Preparing for the Inflationary Backlash |
| 08/04/20 |
Andrew Hunt, Andrew Hunt Economics
|
Focusing on the impacts of COVID-19 |
| 07/04/20 |
Song Gao, PRC Macro
William Hess, PRC Macro
|
PRC Macro |
| 03/04/20 |
|
Equity Investing into the Abyss |
| 02/04/20 |
Julian Brigden, Macro Intelligence 2 Partners
|
A General Turn in Macro with Implications for All Markets |
| 02/04/20 |
Sean Maher, Entext
|
Humans are the Weakest Link. Invest in the Machines! |
| 27/03/20 |
Brunello Rosa, Rosa & Roubini Associates
Nouriel Roubini, Rosa & Roubini Associates
|
Economic and financial consequences of the crisis |
| 27/03/20 |
Mark Latham, Commodity Intelligence
|
Oil - Taken leave of its senses |
| 24/03/20 |
Paul Hodges, The pH Report
|
The debt-fuelled ring of fire |
| 23/03/20 |
Shannon Cross, Cross Research
|
The Effect of COVID-19 on Technology Supply Chains |
| 17/03/20 |
David Murrin, Global Forecaster
|
Stocks, FX, Bonds, Commodities |
| 06/03/20 |
Brian Pellegrini, Intertemporal Economics
|
Global Liquidity Risks in 2020 & Beyond |
| 19/02/20 |
François Boutin-Dufresne, Sustainable Market Strategies
|
Divesting Out Of Oil & Towards New Opportunities |
| 11/02/20 |
Matthieu Raimbault, Palissy Advisors
|
Energy and Mining Sectors: Palissy Advisors’ High Conviction Equity Ideas for 2020 |
| 06/02/20 |
Sean Maher, Entext
|
The China Syndrome - Thematic with Trade Recommendations |
| 29/01/20 |
Gerard Minack, Minack Advisors
|
Global Macro - More Goldilocks |
| 14/01/20 |
Paul Nagy, PN Finance
|
Forensic Accounting Training Presentations - Paid Sessions |
| 13/01/20 |
Tony Robson, Global Mining Research
|
Global Metals & Mining Fundamental Research |
| 13/01/20 |
Herman Brodie, Prospecta
|
Behavioural Finance - Diversity & Inclusion |
| 10/12/19 |
Chris Watling, Longview Economics
|
The madness of modern monetary policy; a.k.a where are all the bubbles? |
| 14/11/19 |
Phil Suttle, Suttle Economics
|
What happens if (and when) the global economy rebounds into 2020? |
| 17/10/19 |
Brian McCarthy, Macrolens
|
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? |
| 03/10/19 |
James Ratxer, New Street Research
Andrew Entwistle, New Street Research
|
5G: is this the biggest disruption in telecoms since the dotcom bubble? |
| 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? |
| 18/09/19 |
Whitney Baker, Totem Macro
|
EM Investing At the End of the Cycle |
| 13/09/19 |
Helen Thomas, Blonde Money
|
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 |
| 14/08/19 |
Andrew Hunt, Andrew Hunt Economics
|
Global Macro - The Dollar Recession |
| 11/07/19 |
Mark Hiley, The Analyst
|
Stock Picking: European Equity Long and Short Ideas |
| 06/06/19 |
Matthieu Raimbault, Palissy Advisors
|
Oil’s Fundamentals: Updated supply and demand forecasts, OPEC meeting impacts, current industry themes and high conviction equity ideas |
| 05/06/19 |
Gerard Minack, Minack Advisors
|
More Goldilocks: the US expansion keeps going |
| 24/04/19 |
Jules Hull, StockViews
|
European Long and Short Equity Ideas |
| 26/03/19 |
Michael Howell, CrossBorder Capital
|
Why a QE4 Will Happen and How Global Liquidity Will Drive Gold and Emerging Markets Higher and the Dollar Lower |
| 01/03/19 |
Michael Orme, Signum Intel
|
Technology Thematics - Machine Learning, AI, Neuromorphic Chips and more |
| 22/01/19 |
Gerard Minack, Minack Advisors
|
After an 'all-fall-down' year is the bad news in the price? |
| 21/01/19 |
Carl Weinberg, High Frequency Economics
Jim O'Sullivan, High Frequency Economics
|
Latest Macro Insights on US, Europe, Brexit and China |
| 12/12/18 |
Andrew Hunt, Andrew Hunt Economics
|
Global Macro - Flow of Funds approach Macro Economic Analysis |
| 06/11/18 |
Ronnie Aked, Macro Intelligence 2 Partners
|
Growth and Inflation - The biggest risks to market equilibrium |
| 17/10/18 |
David Roche, Independent Strategy
|
How to invest when Democracy is under threat? |
| 12/09/18 |
Michael Howell, CrossBorder Capital
|
US vs China - Market Implications of the Coming Disruption to Global Capital Flows |
| 28/06/18 |
Chris Watling, Longview Economics
|
Latest Macro Insights |
| 19/06/18 |
Gerard Minack, Minack Advisors
|
Fundamental Research on Global Economic and Market Trends |
| 25/01/18 |
Sean Maher, Entext
|
Thematic Research and Actionable Asset Allocation |
| 09/05/17 |
|
IRF was a Media Partner for the London Value Conference |
| 09/03/17 |
|
IRF Co-Sponsored Global Independent Research Conference |