Independent investment research
Market insights & analysis
Investment strategy & asset allocation recommendations

Recent Research

EM & China Strategy

Chinese Reflation & Trade War: What’s Next?

Oct 23, 2019

This Webcast provides insight into our expectations for a more comprehensive U.S./China agreement ahead of next month’s APEC meeting with President Trump and President Xi. We have been expecting positive movement on the U.S.- China Trade front to occur…

 

Global Strategy

Up The Beta

Nov 4, 2019

This report discusses the increasing likelihood of a major break-out in risk-assets, possibly led by international equities and global cyclicals. Meanwhile, the forces that have driven up the U.S. dollar may be reversing.  How should asset allocators position themselves?…

 

Global Fixed Income & Currency Strategy

Long-Term Dollar Cycles

Nov 22, 2019

The current bull market in the dollar began in 2011. From trough to peak, the dollar rallied nearly 40% against the major currencies. While the dollar remains at elevated levels, it actually peaked about three years ago. Moreover, the dollar is roughly unchanged from five years ago.

 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

Chen Zhao

Chief Global Strategist

Tony Boeckh

Tony Boeckh

CEO & Editor-In-Chief

David Abramson

David Abramson

Chief U.S. Strategist & Director of Research

Yan Wang

Yan Wang

Chief Emerging Markets & China Strategist

Harvinder Kalirai

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

​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

Recent Research

EM & China Strategy

Chinese Reflation & Trade War: What’s Next?

Oct 23, 2019

This Webcast provides insight into our expectations for a more comprehensive U.S./China agreement ahead of next month’s APEC meeting with President Trump and President Xi. We have been expecting positive movement on the U.S.- China Trade front to occur…

 

Global Strategy

Up The Beta

Nov 4, 2019

This report discusses the increasing likelihood of a major break-out in risk-assets, possibly led by international equities and global cyclicals. Meanwhile, the forces that have driven up the U.S. dollar may be reversing.  How should asset allocators position themselves?…

 

Global Fixed Income & Currency Strategy

Long-Term Dollar Cycles

Nov 22, 2019

The current bull market in the dollar began in 2011. From trough to peak, the dollar rallied nearly 40% against the major currencies. While the dollar remains at elevated levels, it actually peaked about three years ago. Moreover, the dollar is roughly unchanged from five years ago…

 

 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

Chen Zhao

Chief Global Strategist

Tony Boeckh

Tony Boeckh

CEO & Editor-In-Chief

David Abramson

David Abramson

Chief U.S. Strategist & Director of Research

Yan Wang

Yan Wang

Chief Emerging Markets & China Strategist

Harvinder Kalirai

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