by Ryan Littlestone | June 9th, 2020, 10:58:42 | Research
Fixed Income Research & Macro Strategy (FIRMS) from 4X Global Research While GDP data for Q1 are now “old” and seemingly of limited use, it makes little sense to forecast global growth in Q2 and beyond without at least knowing the starting point. We estimate,...
by Ryan Littlestone | July 3rd, 2019, 09:59:11 | News
Since the US & China kiss-and-make up at the G20, things have shifted in markets On Monday we highlighted a potential problem brewing for markets following the upbeat feelings from the G20. FX and stocks were cheering but the bond market wasn’t. Bond yields...
by Ryan Littlestone | January 18th, 2019, 17:37:53 | News
Fixed Income Research & Macro Strategy (FIRMS) – 18 January 2019 In the UK the House of Commons voted against the draft Brexit deal by a crushing majority of 230 – in line with our forecast (Tuesday 11th December: Brexit D-Day, 4 December 2018). With the UK due to...
by Ryan Littlestone | July 9th, 2018, 12:04:40 | Research
Fixed Income Research & Macro Strategy (FIRMS) from Olivier Desbarres at 4X Global Research Developed and emerging market central banks have started to “normalise” monetary policy, albeit at a slow pace. However, they have been largely powerless to deal with the...
by Ryan Littlestone | October 10th, 2017, 13:54:56 | News
That’s according to German newspaper Sueddeutsche It’s forecast day apparently, and it’s a busy one. The German press is out saying the government will hike GDP for 2017 & 2018 2017 GDP up to around 2.0% vs 1.5% prior. 2018 1.9% vs 1.6% prior...