August 2016 Global Macro Recap

The world ambled through summer – no one wanted to rock the boat until the kids are back in school and adults go back to work.  The US continued its good-news / bad-news cycle that seems to make for low volatility markets but with an underlying sense of unease.  Q2…

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July 2016 Global Macro Recap

UK’s Brexit quickly faded into memory as the Tories rallied around a new Prime Minister, Ms. Teresa May, who quickly put her government into place.  With two years before any renewed panic over what Brexit means and plenty of negotiation to happen in between, the markets moved on.  The Turkish…

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June 2016 Global Macro Recap

The paths of UK and Europe after the Brexit “Leave” vote are now wide open, though the direction is uncertain.  There are a number of steps, the first being to sort out the UK’s leadership shuffles and struggles not only in the Conservative Party (Cameron resigning) but also the Labor…

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