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Macro Newsletter August 2021

Posted on August 31, 2021August 31, 2021

Apologise for the break for June and July, we were in the process of moving and markets were relatively mixed over the summer months. A reminder that the two distinctive features of the 1332 Capital newsletter are that views are communicated over different time periods (immediate, cyclical and secular) as well as tracked between newsletter…Read More

Macro Newsletter May 2021

Posted on May 15, 2021August 31, 2021

Welcome to our inaugural monthly market newsletter. The newsletter will summarise our current analysis on the economy and markets from different macro time periods; immediate term, cyclical and secular. Immediate term reports what is happening in the present and recent history, the last trading day, week, and month. Cyclical tracks on a quarterly basis where…Read More

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