Data & Analytics • Macro Strategy
Navigating capital through rough seas without a coherent macro strategy. Information noise. The sell-side deluge. Sell-side bias. Herd fables. Macro fallacies. Policy myths. Political theatre. Ivory-towers. No-skin-in-the-game. Part-time economics. Market myopia. Linear analysis. Macro research without an edge…
Without a soul.
Innovative leading macro/market indicators. Rigorous analytics. Clear and concise strategic insights. Face-to-face idea distillation. Building the bridges between macro theory, data, analysis, and real world action. Theoretical consistency. Strategic relevance. Fierce independence. Analytical accountability.
Macro strategy for the real world.
Empirical. Heretical. Purposeful.
ETM Macro Advisors serves
ETM Macro Advisors (Pty) Ltd© | 3rd Floor, Letterstedt House, Main Rd, Newlands, Cape Town, South Africa