Making Macro Headlines
Your work tells me what to pay attention to and what to ignore.
I was delighted, after several years of looking at other products, to discover Julian’s work. I continue to be most impressed with his analysis. He is one of the best in the business.
One analyst who was well ahead of the game was Julian Brigden, who made a very early call on the reflation trade in Q1 last year. In March of this year Brigden suggested the trade now faced disappointment as cyclical growth/inflation data peaked. This proved to be correct again.
I have known Julian Brigden for over 15 years and he has called every major macro move I can remember from the 2007 & 2008 Credit Crisis, the Rise of the U.S. Dollar and even the collapse of Oil. He is simply the best in the business.
Brigden’s macro strategy is a must read for anyone trying to navigate the macro maze and feel like they have a chance to make any money on a regular basis.