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Weekly Macro Themes - 22 Mar 2019

|Includes: DBA, DBC, DJP, iShares MSCI United Kingdom ETF (EWU), EZU, GSG
Summary

European & UK equities outlook, Commodities, Agri, Fed next steps.

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out the 2018 End of Year Special Edition to see some of our best calls of last year and charts to watch for the year ahead.

This week we covered the following topics/ideas:

1. European Equities: European equities are starting to stir after being abandoned by investors.

2. UK Equities: Brexit has created an interesting setup for UK equities with multiple indicators showing extreme pessimistic sentiment and cheap valuations (both stocks and FX).

3. Commodities: More evidence is appearing in favour of the new bull market theory for commodities.

***This topic was covered in the Weekly Best Idea (free trial access)

4. Grains: Agri commodities are looking oversold.

5. Fed Next: This alternate scenario outlines the possibility of upside inflation surprise for the US.

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About the Weekly Macro Themes report

The "Weekly Macro Themes" is our institutional offering aimed at multi-asset and macro-driven portfolio managers and strategists. The report takes a chart-driven macro, fundamental and multi-factor approach; a powerful combination of cross-asset idea generation for portfolio managers, charts on key global macro trends, analysis on portfolio risks, asset allocation research, and innovative indicators, in a format that delivers a balance of brevity and depth so that you can efficiently assimilate the insights. Also part of the service is the monthly Chartbook which contains the key charts and views across asset classes with a tactical/dynamic positioning model.

I watch markets and macro indicators the world over to create a comprehensive picture designed to help investors make more informed decisions. I am a chart-driven macro analyst who covers global asset allocation and economics. While such research can be complex and time-consuming, I have the time and resources to provide top-flight information for investors. If you want access to institutional-quality research without the institutional price tag, along with weekly actionable ideas, consider a subscription to Weekly Best Idea, my Marketplace service. Weekly Best Idea is a great way to add extra analytical muscle and idea flow to your process, and achieve better investment outcomes. Click here for a free trial!