Research | The Grey Fire Horse

Frequently published research includes:

Deep dive research of a country's macro position, including a full analysis of government and private sector debt dynamics, inflation trends and existing and likely future fiscal and monetary policies
Analysis of money markets, real rates, inflation breakeven rates, swap spreads and forward interest curves

Monthly presentation of market sentiment across equity, fixed income, fx and commodity markets, showing buy and sell signals

Get in touch if you would like to see past samples of research

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Once posts are published, you’ll see them here.