Global Macro News, Monetary Policy & Leading Indicators

„There are two sorts of forecasters. Those who don’t know and those who don’t know that they don’t know.” (John Kenneth Galbraith)




Economic Policy Uncertainty Index

Countdown to the FOMC

FedWatch Tool (Probability of rate hikes)

FRED Economic Data


Monetary Velocity and John Exter's Inverse Pyramid

Monetary Velocity and John Exter
Monetary Velocity And John Exter.pdf
Adobe Acrobat Document 247.2 KB

Economic Calendar

Real Time Economic Calendar provided by

U.S. Economic Calendar

Economic outlook by regions

IMF International Monetary Fund

Federal Reserve & FOMC Meetings

OECD Comp. Leading Indicators

The Conference Board Index

Macro Trends

„Prediction is very difficult, especially if it’s about the future.“ – Nils Bohr


Sovereign default probabilities online

Global Macro Survey

Barclays Global Macro Survey_March2013.p
Adobe Acrobat Document 147.5 KB

Global Returns Yearbook

Credit Suisse Global Ret. Yearbook_2015.
Adobe Acrobat Document 2.0 MB

Global Wealth Report

CS global-wealth-databook-2015.pdf
Adobe Acrobat Document 6.9 MB
Global Wealth Report 2013.pdf
Adobe Acrobat Document 2.1 MB

Inflation Expectations Survey

Adobe Acrobat Document 1.2 MB

“The only function of economic forecasting is to make astrology look respectable” – John Kenneth Galbraith



The inflation experience


Understanding inflation

Five scenarios illustrate the powers of inflation



FED Watch Tool (probability of next rate change)

When the yield curve is flattening or inverting...
Any risks on the investment horizon.pdf
Adobe Acrobat Document 514.8 KB

Inflation Calculator

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