We are independent. Our research is unconstrained by trading positions, liquidity needs, political bias or influence. We are passionate about taking a ‘top-down view of the world’. Exploring correlations in the economy and financial markets. Our unique tangential thought process and strong calls have garnered a global reputation.
Our research team is led by co-founder and global macro strategist Julian Brigden. With over 25 years of financial experience, Julian brings diverse talents to the research process, including an unrivalled understanding of global markets and politics. We provide macroeconomic insights to some of the world’s largest investment banks & wealth managers, as well as family offices.
Small Group Calls and Video Presentations, where we tie together our views in an intuitive format with market outlooks and Q&A.
Pulls together and explains current global macroeconomic markets. We are heavy graphic users to clearly illustrate concepts over time.
Focuses on opening, closing or watching a trade, or trades, that have come to our attention through technical or fundamental indicators.
A brief recap of what we published in the last week with links to the full report, in case you missed it.
Japan focused work based on Japanese Language Sources; uncovers subtleties in local news, politics, FX, and markets.