A Global Macro view written by Sean Corrigan
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Our flagship publication, this takes a detailed, monthly look at economic, political, and financial developments around the world in a potent mix of top-down analysis of the ‘fundamentals’ with the seasoned examination of market price-action ‘sentimentals’. The letter will attempt to track changes in the circulation of money and the supply of credit through from revenues to incomes and to gauge the effect these are having on prices and production, on budgets, balance sheets and capital formation – and of course on the market’s perception of and positioning in the various asset classes as such effects make themselves felt
‘Money, Macro & Markets’ is written from the perspective of someone who has been actively involved in the game for the best part of three decades. As a distillation of the insights to be had from this long experience in participating in and observing, reading, and writing about markets, MMM is aimed principally at informed, professional decision makers of all kinds – whether financial advisors, wealth managers, asset allocators, middle office executives or members of the board as well as those trading more actively at banks and funds, or as managers of their own capital.
The aim is to collate and sift through the news and the numbers as they arise to try to understand not just what is actually taking place, but what the market consensus thinks is happening. By doing this we can hope not only to identify emerging trends but also to recognize when old ones are becoming stale, helping our readers to maximize gains and minimize risks.
At root, MMM is based on the belief that the Credit Cycle is the Business Cycle; that fluctuations in money and credit are what give rise to instabilities in economies. It is our lot to live in a period where the checks and balances on such turbulence are much less robust than ever before; one where the deliberate violation of such restraint as does remain has become the very goal of active policy. To understand the interplay between money, asset markets, and the real world is the crux of what we do.
Before you subscribe for 12 month, why don’t read 30 pages from a previous letter for free. Our flagship publication, this takes a detailed, monthly look at economic, political, and financial developments around the world in a potent mix of top-down analysis of the ‘fundamentals’ with the seasoned examination of market price-action ‘sentimentals’.
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