Etienne Alexiou

When I last published to Livewire in May 2018, the macro environment was distinctly negative for risk assets. The USD value of global money supply had been contracting sharply as central banks tightened liquidity along with the US Federal Reserve Bank raising the federal funds rate. Inflation expectations were elevated... Show More

Etienne Alexiou

On the 9th March 1987 U2 released the Joshua Tree, the fastest selling British Album of all time that went on to sell over 25 million copies. Joshua Tree is still acclaimed as one of the greatest albums of all time. Interestingly Bono considered pulling the album prior to its... Show More

Etienne Alexiou

Let's first consider the broader global economic environment, in particular, the macro drivers of a “globally co-ordinated” gradual improvement in economies which are continuing to evolve. The primary driver of markets, at this point in time, is globally accommodative monetary policy, which underpins economic expansion and the rise in financial... Show More

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