Olivier Desbarres Downloadable Content
On this page, which is regularly updated, you can download all of my “Big Picture” guides in PDF format. These detailed guides focus on global macro and fixed income themes, in both developed and emerging markets and provide my forecasts of major trends and developments in currency markets. They highlight the themes which are likely to shape policy and are critical to investors and include US monetary policy, the future of the European Union, the UK economy and currency, the drivers of global growth, the relationship between central banks and governments, emerging market flows and the cyclical pattern of Asian currencies. These themes are updated in greater detailed in my Fixed Income Research & Macro Strategy (FIRMS) research notes.
The Ultimate Guide to the 2017 French Elections – Part IV (13th April 2017)
The Ultimate Guide to the 2017 French Elections – Part III (5th April 2017)
The Ultimate Guide to the 2017 French Elections – Part II (29th March 2017)
The Ultimate Guide to the 2017 French Elections – Part I (7th March 2017)
State of Play – When Less is More (16th February 2016)
What to Expect in 2016 – Same, Same, but Worse (19th January 2016)
What You May Have Missed and Why it Matters (2nd January 2015)
2015 – A Year in Numbers (21st December 2015)
A Review of Financial Market Developments in 2015 and Look Ahead to 2016 (8th December 2015)
Half Time: Pass Me the Smelling Salts (3rd July 2015)
10 Key Themes to Look Out for in 2015 (23rd December 2014)
Please note, in order to view my presentations, you will need Adobe Acrobat Reader to download and view the PDF files. Adobe Acrobat Reader can be downloaded from here for free.