The May 2022 edition of Numera’s Global Macro Strategist focuses on the US dollar, up 5% this past month in response to rising global financial stress. We present our views on the dollar against all major currencies, and explore the impact of a rising USD on global financial markets..
The April 2022 edition of Numera’s Global Macro Strategist focuses on China, discussing the growth implications of Beijing’s Zero-COVID policy and increased fiscal and monetary support. In addition, we investigate whether Chinese stocks are gaining appeal after declining nearly 50% this past year.
The April 2022 edition of our Commodity Market Outlook focuses on gold, an asset class that is gaining considerable interest in a context of elevated inflation and geopolitical risks. As usual, we also offer an update on our latest views on broad commodity markets.
The March 2022 edition of our Commodity Market Outlook focuses on crude oil, covering recent market developments and our pricing outlook over the coming year. As usual, we also provide an update on our latest views on broad commodity markets.
The March 2022 edition of Numera’s Global Macro Strategist edition edition focuses on the global investment implications of the Russia-Ukraine war. We discuss the immediate and longer-term impact of the war on global growth, inflation and monetary policy, and on the global equity outlook.
The February 2022 edition of Numera’s Global Macro Strategist edition focuses on the Russia-Ukraine conflict, a key source of uncertainty for the global investment outlook. We explore spillover effects on financial markets, and offer suggestions to maximize returns in a context of elevated geopolitical risk.
The December 2021 edition of our Commodity Market Outlook report offers two-year price forecasts for all the key sectors (oil, industrial metals, gold) we cover on a regular basis. As usual, we also provide an update on our latest views on broad commodity markets.
The November 2021 edition of our Commodity Market Outlook report focuses on crude oil, covering recent market developments and our pricing outlook over the coming year. As usual, we also provide an update on our latest views on broad commodity markets.
The August 2021 edition of our Commodity Market Outlook focuses on crude oil, covering recent market developments and our pricing outlook over the coming year. As usual, we also provide an update on our latest views on broad commodity markets.
The May 2021 edition of our Commodity Market Outlook focuses on crude oil, covering recent market developments and our pricing outlook over the coming year. As usual, we also provide an update on our latest views on broad commodity markets.