Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

All-round Multi-Asset investor. Former head of a EUR 5 billion multi-asset fund range. Speaker. Charts & Frameworks. Founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios.
https://true-insights.net/

Global Multi-Asset Investment Strategist

Spoiler Alert: Global Macro Data Is Tilting the Wrong Way

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Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

Macroeconomics

<ul>
<li>There can't be a Pivot. Before the Fed can cut rates to a less restrictive level of unemployment must rise. </li>
<li>There can't be a Skip and Hike. US Macro Momentum is fading, and investors are underestimating the impact of tighter lending standards.</li>
<li>Eventually, the Fed will be forced to cut. Markets expect this, but for the wrong reason.</li>
</ul>


There can't be a Pivot. Before the Fed can cut rates to a less restrictive level of unemployment must rise. 
There can't be a Skip and Hike. US Macro Momentum is fading, and investors are underestimating the impact of tighter lending standards.
Eventually, the Fed will be forced to cut. Markets expect this, but for the wrong reason.


Federal Reserve: Skipping the Pause and Pivot