Independent investment research
Market insights & analysis
Investment strategy & asset allocation recommendations
Recent Research
Global Strategy
Looking For The Next Big Themes
Apr 27, 2020
U.S. Themes & Strategy
The Case For A V-Shape
Mar 23, 2020
Global Fixed Income & Currency Strategy
First Ice & Then Fire
May 01, 2020
Deflationary pressures (ice) will be prevalent for the next several years. The U.S. labor market will not quickly return to full employment and the output gap will remain wide. It is too early to get cyclically bearish on Treasuries. Admittedly, U.S. bonds are overbought and a technical retracement is possible. But economic slack, deflation fears, and a more accommodative Fed will cap the upside on yields. Higher inflation (fire) will become…
“At Alpine Macro, we have brought together some of world’s brightest and most successful Strategists with decades of combined experience with global financial markets. Our team is dedicated to producing the most insightful, relevant and provocative independent investment research you can find.”
– Chen Zhao, Co-founder & Chief Global Strategist
Meet Our Strategists
Chen Zhao
Chief Global Strategist
Tony Boeckh
CEO & Editor-In-Chief
David Abramson
Chief U.S. Strategist & Director of Research
Yan Wang
Chief Emerging Markets & China Strategist
Harvinder Kalirai
Chief Fixed Income & Currency Strategist
Our senior strategists are supported by a growing team of investment professionals.
Research Coverage
Global
Strategy
Unique insights and the analysis of major global macroeconomic forces and their implications for various asset markets including global stocks, bonds, currencies, and commodities.
EM & China
Strategy
Timely and in-depth analysis of macro trends and key investment themes in emerging markets, with actionable investment strategy and asset allocation recommendations.
Global Fixed Income & FX Strategy
An analysis of macroeconomics and political trends for the purpose of identifying and recommending investment and trading opportunities in G10 bonds and currencies.
U.S. Themes
& Strategy
An analysis of economics, monetary and political trends in the U.S. affecting its financial markets. Featuring Special and Feature Reports which delve into current, relevant U.S.-oriented topics.
SUPPORT
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Call Us
+1 514-558-1414
Email Us
support@alpinemacro.com
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+1 514-558-1414
Email Us
info@alpinemacro.com
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1130 Sherbrooke Street West, Suite PH1,
Montreal, Quebec H3A 2M8, Canada
Recent Research
Global Strategy
Looking For The Next Big Themes
Apr 27, 2020
U.S. Themes & Strategy
The Case For A V-Shape
Mar 23, 2020
Global Fixed Income & Currency Strategy
On The Road To MMT
May 01, 2020
“At Alpine Macro, we have brought together some of world’s brightest and most successful Strategists with decades of combined experience with global financial markets. Our team is dedicated to producing the most insightful, relevant and provocative independent investment research you can find.”
– Chen Zhao, Co-founder & Chief Global Strategist
Meet Our Strategists
Chen Zhao
Chief Global Strategist
Tony Boeckh
CEO & Editor-In-Chief
David Abramson
Chief U.S. Strategist & Director of Research
Yan Wang
Chief Emerging Markets & China Strategist
Harvinder Kalirai
Chief Fixed Income & Currency Strategist
Our senior strategists are supported by a growing team of investment professionals.
Research Coverage
Global
Strategy
Unique insights and the analysis of major global macroeconomic forces and their implications for various asset markets including global stocks, bonds, currencies, and commodities.
Emerging Markets
& China Strategy
Timely and in-depth analysis of macro trends and key investment themes in emerging markets, with actionable investment strategy and asset allocation recommendations.
Global Fixed Income
& Currency Strategy
An analysis of macroeconomics and political trends for the purpose of identifying and recommending investment and trading opportunities in G10 bonds and currencies.
U.S. Themes
& Strategy
An analysis of economics, monetary and political trends in the U.S. affecting its financial markets. Featuring Special and Feature Reports which delve into current, relevant U.S.-oriented topics.
SUPPORT
Difficulty accessing our research?
Call Us
+1 514-558-1414
Email Us
support@alpinemacro.com
SALES
Questions about our service?
Call Us
+1 514-558-1414
Email Us
info@alpinemacro.com
CONNECT
Follow us on social media?
1130 Sherbrooke Street West, Suite PH1,
Montreal, Quebec H3A 2M8, Canada