PinnedChris LeesonInflation, Interest and InvestingManaging risk, picking stocks and preparing your portfolio for the most talked-about macro thematic.·6 min read·Jun 12, 2021----
PinnedChris LeesonA Discussion On Monetary LeversWhy access to credit rather than interest rates should be the primary tool of monetary policy.·16 min read·Sep 2, 2021----
Chris LeesonThe Half Year Economic ReviewThis time is different. How six underlying drivers are going to push the market over the second half of the year.·10 min read·Jun 19, 2022----
Chris LeesonApril: Running hot or running into recession?Business and investment strategies to prepare for volatile supply chains and rising interest rates.·10 min read·May 1, 2022----
Chris LeesonMarch: Back to BusinessIn this months note let’s explore how commodities and inflation squeeze the consumer and how the return-to-office is a once in a lifetime…·8 min read·Mar 27, 2022----
Chris LeesonFebruary: Peak Internet, Earnings and Russia.This month features analysis on a shift in market attitudes to online companies and how conflict in a key region for global commodities…·7 min read·Feb 27, 2022----
Chris LeesonJanuary: Stock Selection, Wage Transparency & Financial CrimeThis month I investigate soft data and stock selection, the debate around wage transparency and the expected rise of financial scandals in…·6 min read·Jan 29, 2022----
Chris LeesonStrategies for 2022The three themes every investor and manager needs to be aware of this year·7 min read·Jan 7, 2022----
Chris LeesonThe Stories Behind The EarningsDelving into the narratives of company earnings and what they mean for the economy.·7 min read·Sep 19, 2021--1--1