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Sean Maher and the team at ENTEXT just published their latest Market Insight report- "Momentum Stalls, Inflation Target Reset, Auto Semis Weak as AI Commoditized…" 1 Page Flyer to 16-page Report free to view on ERI-C alongside a recording of his latest intro webinar presentation

Russell Napier's latest Solid Ground Newsletter “The ‘Alliance of Authoritarian Powers’ Publicly Declares Its Aim To Overthrow ‘The Hegemon’- Why Your Lawyer Needs To Be Consulted On Asset Allocation” (13 pages, 23/04/2024) - Report Flyer, samples & subscription options on ERI-C.

Institutional investor registration is now open on ERI-C to attend "Chinese Equity Strategy at Macro-Inflection Point: Rising Export Demand and Industrial Shifts" an intro webinar featuring special guest speaker Jun Ma, Chief Strategist of Horizon Insights on Tues 14 May.

Announcing “Will #China change the global monetary system… and how?” A three-way conversation between Russell Napier, Charles Gave & Louis-Vincent Gave on an ERIC-hosted May 21st at 4 PM BST/11 AM ET intro-webinar #GlobalMacro #ChinaMacro #EconomicsResearch #AssetAllocation

Announcing 'How Monetary Analysis Performed in and Since the Pandemic' an ERI-C hosted Wed 29-May-2024 at 2 PM BST | 9 AM ET | 3 PM CET introductory webinar with, Dr.John Greenwood, Chief Economist, International Monetary Monitor.

Is #China's 18M #macro muddle through running out of road? This Wed Paul Cavey will explain why the #Plenum 15-17 July + Trump presidency - tariff risk - lift odds of pushing $#CNY up through the new peg, unless structural reforms are introduced. eri-c.com

We Need to Talk About Markets by Chris Roberts promises to be a thought-provoking presentation that delves into the complexities of markets and the short v long-term trade set-up debate through the lens of a technical strategist trying to understand their horrifying actions.

Led by India and the US, 2024 is proving to be another year of higher CO2 emissions; declines in Europe are still not moving the dial. Registration is now open via ERIC to attend "Pricing Climate Change Into Financial Markets" on Thur 26 Sept with David Owen, Saltmarsh Economics

Registration Now Open

In his presentation today on "The West’s QE Addiction Meets China’s QE Aversion" esteemed Independent Global Economist Andrew Hunt provides insight into Two BIG Themes that will Shape The Global Outlook including why PIGS might Fly in 2025!!! Second session KO 2 PM BST / 9 AM ET

Having viewed the July/August decline in global equities as a risk-off accident, the MSCI World subsequently set new all-time highs. Now with global equities approaching the best seasonal period of the year, on Tues 29 Oct Chris Roberts discusses the Technical Macro Trade Outlook

The mainstream view is that Chinese consumption has been weak, but in fact, China is one of the few economies where consumption is back to the pre-Covid trend. Register Ahead, for a different perspective on Chinese consumption, and whether all the recent policies will work.

Given the interplay between rate markets, credit spreads, and financial services company earnings, ERIC is delighted to host Seamus Murphy, founder & MD at Financial Systems & Sector specialist Independent Research firm Carraighill this Tuesday 12th Nov.

"The long liquidation of US treasuries and the S&P500 has begun, and the age of Capital Nationalism has started." Russell Napier, author of The Solid Ground Strategy Report & Newsletters

While it's 'Hats-0ff' to Michael Cembalest for a point well made, it does flag the increasing importance of independent voices and their unconflicted research at a time when national capitalism is on the rise!

While the pervasive uncertainty on Tariffs continues, deeper structural shifts are in motion that could reshape global markets for years to come. Is Xi Jinping’s pivot toward private enterprise real and sustainable, and can it succeed without full monetary independence?

Get ready for another dynamic and insightful ChinaMacro debate with Charles & Louis-Vincent Gave of Gavekal Research, and Russell Napier on Thur, 16th June at 11 am ET / 4 pm BST. Webinar Registration for Institutional Investors Now Open via the ERIC website

"This was a fantastic debate of opposing views!"  "I thought the call was excellent - a true debate which unfortunately is getting rarer!" "Outstanding debate! Very enjoyable and well argued from both side".  "Brilliant discussion" Recording available now on ERI-C

Many feared that changing political realities would lead investors to repatriate funds, to the lasting detriment of asset prices in "deficit countries". So far, there is no evidence that this is occurring - will the return of QE prevent the repatriation trade from working?