Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Macroeconomics

After another chaotic week, the grown-ups are taking control of the White House from the ‘America First’ extremist elements – bipartisan tax reform measures now look more likely.On trade, the ‘clash of civilizations’ view of China is widespread across the Washington elite – sanctions for Chinese IP theft/infringement if not steel imports are high on the agenda.US data continues to improve after a dismal H1 while USD positioning remains very bearish – a dollar reversal remains the key asset…

After another chaotic week, the grown-ups are taking control of the White House from the ‘America First’ extremist elements – bipartisan tax reform measures now look more likely.On trade, the ‘clash of civilizations’ view of China is widespread across the Washington elite – sanctions for Chinese IP theft/infringement if not steel imports are high on the agenda.US data continues to improve after a dismal H1 while USD positioning remains very bearish – a dollar reversal remains the key asset…

Japan Growth Surprises as China's Peaks, But USD Remains Key…