Macro Intelligence Letter

HOLISTIC | CONTRARIAN | ACTIONABLE

Discover our Premium Weekly Investment Letter

Macro Intelligence is our flagship Premium Global Macro & Markets Letter, sent to subscribers every Monday morning. Alongside a 360° review of the most critical developments in the Global Economy, Macro Intelligence includes a selection of actionable strategy calls spanning across all asset classes and geographies, together with an in-depth focus on a specific investment theme.

Subscribers can ask questions by email or by participating to our weekly restricted webinar. Subscribers to The Macro Intelligence Letter enjoy an unlimited access to the Premium content published on our website (Macro Focus/Flash, Market Focus/Flash, Business&Geopolitics, Future of Money) and special discounts on thematic research reports.

Content

  • Editorial: Weekly editorial by Alexandre Kateb
  • The Macro View: 360° Weekly Review of the major economies (Eurozone, UK, US, China, Japan, India, Other G20) + Nowcasting of Quarterly GDP (Beta mode) + Central Banks Watch
  • Alpha Insights: Weekly Market Strategy Calls across an extended range of Assets Classes (Equities, Fixed Income, Credit, Fiat Currencies / Crypto Currencies, Commodities) and Geographies (Mature/Emerging Markets) from a Cross-Asset perspective
  • The Investment Case: An in-depth analysis of a specific macro/sector investment theme, taking into account all the relevant macro, micro, regulatory and geopolitical risks

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