Mid-cycle dynamics: Assessing the macro strategy implications
Topic: We discuss the implications of the Jackson Hole symposium, and recent developments for macro strategy themes. We focus on the outlook for developed market rates, bond yields and FX. With tempered volatility, we believe we have now set a floor for this year in various asset markets, including long-term yields and the US Dollar.
We will be repeating the same webinar to cater for the difference in time zones between APAC, EMEA and the Americas:
- APAC – Monday 20th September | 10:00 HKT
- EMEA – Monday 20th September | 10:00 BST
- Americas – Monday 20th September | 16:00 EDT
Javier Corominas
Director of Global Macro Strategy
Javier Corominas
Director of Global Macro Strategy
Javier Corominas | Director of Global Macro Strategy
Javier Corominas is the Director of Global Macro Strategy at Oxford Economics. He is co-responsible for global strategic asset allocation as well tactical calls across all asset classes, as well as for developing and delivering our investment strategy product offering. Additionally, he has a significant focus on providing thematic macro strategy research to generate actionable investment advice for asset allocators, portfolio managers and corporate Treasurers.
Related Services
Event
Construction in Transition: What Are Tomorrow’s Growth Drivers?
Join us for an insightful session on the evolving landscape of building and construction in Australia. Industry leaders will share insights on emerging growth drivers like data centres and public hospitals, alongside challenges from capacity constraints and cost pressures. Learn how policy shifts, institutional investments, and global resource demand are shaping the future, and discover strategies to position your business for success. Together, they will provide the latest outlook and in-depth discussions on Australia’s Construction Sector.
Find Out More
Event
Navigating the Future Risk
Explore the shifting dynamics of the global economy and the critical challenges shaping growth and inflation in 2025 and beyond. As post-pandemic disruptions give way to new uncertainties, we’ll delve into fiscal sustainability, evolving interest rates, and their differentiated impacts on sectors, cities, and markets. Gain actionable insights from expert-led sessions on Australia’s economic outlook and the journey to net zero.
Find Out More