Videos

Trading the MacroBy Will Winzor-Saile

The GOLDilocks Economy?

Join us for the next in our series of calls as our Technical Analysis team joins forces with our Economics team ahead of a crucial Fed Meeting. Topics to be discussed include but are not limited to:
– Can the Fed pivot from QT to QE without causing market disruption?
– Which sectors should benefit, and what to avoid in any pivot?
– What are the potential implications for the US Dollar?
– What would it mean for liquidity? Credit / PE / Stress in the System?
– Potential implications from small and midcap rotations.
– What to expect from the UK Budget.
– Latest thoughts on Japan & China and the impacts of Fed policy in these regions.

Trading the MacroBy Will Winzor-Saile

Ahead of the Fed – Holding out for a Hero? (US)

Please join us as our Economics, Equity Strategist and Technicals teams join forces to explore the biggest themes in the market so far this year. Topics for discussion will include:
· a check on our macro ‘Top 10 things To Watch’ list
· What do US growth fears mean for the S&P?
· US vs EU. Has the tide genuinely turned?
· What can the Fed do next?
· The growth vs value debate
· Key market levels to keep an eye on
· And more…..

Trading the MacroBy Will Winzor-Saile

Ahead of the Fed – Holding out for a Hero? (Europe)

Please join us as our Economics, Equity Strategist and Technicals teams join forces to explore the biggest themes in the market so far this year. Topics for discussion will include:
· a check on our macro ‘Top 10 things To Watch’ list
· What do US growth fears mean for the S&P?
· US vs EU. Has the tide genuinely turned?
· What can the Fed do next?

· The growth vs value debate
· Key market levels to keep an eye on
· And more…..

Trading the MacroBy Will Winzor-Saile

What lies ahead in 2025? US

Lots of questions on what’s to come in 2025 and we aim to answer them with the first in our series of calls this year aimed at Execution dealing desks. Please join us as our Economics, Equity Strategist, Quant and Technicals teams join forces to explore the biggest themes of the year ahead. Topics for discussion will include:
– Our macro ‘Top 10 things To Watch’ list

– US vs EU. Will the US remain the dominant force?
– Where will yields go and what does it mean for last year’s leaders

– The growth vs value debate
– Key market levels to keep an eye on
– And more….

Trading the MacroBy Will Winzor-Saile

What lies ahead in 2025? EU

Lots of questions on what’s to come in 2025 and we aim to answer them with the first in our series of calls this year aimed at Execution dealing desks. Please join us as our Economics, Equity Strategist, Quant and Technicals teams join forces to explore the biggest themes of the year ahead.

Topics for discussion will include;

Our macro ‘Top 10 things To Watch’ list, US vs EU. Will the US remain the dominant force?

Where will yields go and what does it mean for last year’s leaders.
The growth vs value debate

Key market levels to keep an eye on

And more…

Trading the MacroBy Will Winzor-Saile

Ch-ch-ch-changes…

Join us for the next in our series of calls aimed at Execution dealing desks as our Technical Analysis team join forces with our Economics team to explore the biggest themes for the rest of this year and beyond. The US election promises change whatever the outcome and we will explore the policies of both candidates and what the implications might be for equity markets.