Cribstone Strategic Macro
Cribstone Strategic Macro

Cribstone Strategic Macro

Cribstone Strategic Macro Cribstone Strategic Macro Cribstone Strategic Macro

Macro & Bespoke Corporate Equity Story Advisory

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Cribstone: Elevating global Market Understanding

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Unrivalled Research Recognition

Cribstone Founder Mike Harris has spent the past 30 years as a: multi-industry stock analyst, macro strategist, sell-side research manager, adjunct Professor of Finance, Economics & Management, IPO advisor and head of Investor Relations. He is a regular guest on CNBC, has been published in the Financial Times, and was one of the highest ranked sell-side research specialist in the history of the prestigious Institutional Investor Survey, with 22 number one rankings. 

what Institutional Investor has to say
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The Cribstone Edge

Cribstone’s approach to developing corporate, macro and policy investment cases has been stress tested over thousands of meetings with leading investors, corporate leaders, investment banks, journalists and government officials.  


Cribstone’s expertise offers a rare combination of forensic market facing understanding of scores of industries with strategic macro and geopolitical expertise in dozens of key markets  


Cribstone Strategic Macro provides macro advisory to some of  the world's largest public and private equity funds and helps public company management and IR teams optimize their equity stories. Cribstone has advised on IPOs, Capital Markets Days, IPO feasibility, valuation studies and management and shareholder offsites for companies in London, Amsterdam, Vienna, Frankfurt, Madrid, Milan, Athens, Reykjavik & Istanbul 

 

Keynote speaking "Your speech was awesome" CEO post keynote to 500 managers in multi industry organisation. 


Verdict from Head of IR after advising on a Capital Markets Day  "you outperformed our expectations" 



Fix Britain ideas from Cribstone Strategic Macro

Thought Leadership that moves beyond consensus 

A Transformative Minimum Pump Price Proposal to Create Future Treasury Windfalls (pdf)

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Cribstone on why Burnham should target to door delivery, not warehouses (pdf)

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A Better Way to Charge VAT on Indepent Schools published in the Guardian (pdf)

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Cribstone on a Better UK Mortgage Guarantee which PM Sunak only partially accepted (pdf)

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Mike Harris on how the UK can help motivate a two-state solution published in Scotland's National Ne (pdf)

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Transforming UK Infrastructure - Heathrow for the 22nd Century Submitted to the IPPR Economics Prize (pdf)

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Cribstone Advice for the Bank of England published in the Financial Times (pdf)

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Mike Harris Proposal on Corporate Frequent Flyer Miles collaboration with Craig Coben published in (pdf)

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8 policy ideas for NEW UK PM Burnham

Casual video, serious proposals

Cribstone Prescient on the UK Economy

Identifying UK vulnerabilites pre Truss

Mike's granular understanding of the UK's structural mortgage market weakness led him to call out the UK AS one of the most vulnerabile  economies in adance of the Liz Truss budget fiasco

UK mortgage market vulnerabilies

Mike's 2021 interview calling out he mistake the UK government was making in stimulating the covid housing market 

Calling the £ recovery post Brexit Deal

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Mike Harris' CLear Insights on Middle EASt

Early insight on Iran's capacity to disrupt

Mike's October 2024 call that mid-east related geopolitical risks mean that at any given time, Iran can do something disruptive to oil and that will be reflected in the oil price

Clear thinking about the prolonged instability that the horrific Hamas' attack would cause

Why the US relationship with Saudi will withstand the killing of Khasoggi in Istanbul

Why the US relationship with Saudi will withstand the killing of Khasoggi in Istanbul

Global market insights CNBC interviews

Identifying the "Powell Tax" in 2022

Why Fed fear of macroprudential measures raised inflation  

Identifying the "Powell Tax" in 2022

Why Fed fear of macroprudential measures raised inflation  

Calling out Central Banks Analyatical Laziness during Covid

The Fed based its policy on "transitory" inflation without ever proving it was 

June 2020: The Fed will keep stimulating

Understanding Fed Covid psychology

Trump & "Hot Geopolitics"

2020 Analysis of the interplay between Trump & Geopolitical Risk

Russian Sanctions & Inflation

Analysis of the price cap on Russian oil

Mike Interviewed by CNN's Richard Quest

How Corporate Frequent Flyer MIles reduce Productivity 

Cribstone Global Thought Leadership

Thought Leadership that moves beyond consensus 

Mike Harris Barron's Article on the AI recession & Supercycle (pdf)

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Mike Harris proposal to MBS on Saudi-Isareli "normalisation" published by Royal United Services Inst (pdf)

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Cribstone FT Alphaville Piece on the Bank of England (pdf)

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Cribstone Financial Times OpEd on the US Minimum Wage (pdf)

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Cribstone - A Better Way to Analyze a $15 Minimum Wage (pdf)

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Why Turkey's opposition made a mistake choosing Kilicdaroglu (pdf)

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Cribstone Strategic Macro Turkey Update June 4 2024 Redacted PDF (pdf)

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Cribstone Turkey Update for Public Release December 2024 pdf (pdf)

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cribstone blog



Mike Harris Unique Expertise on Turkish markets & macro

Turkish structural vulnerabilities

Speaking to a Turkish audience on the political drag on the Turkish economy 

CNBC-e 2026 insight into the Fed and Turkiye's failure to fight inflation

Turkish politics interfere with macro

How the markets should view the arrest of Istanbul mayor Imamoglu

CNBC e on Iran crisis impact on Turkiye

over 3  decades experience on Turkish markets

Erdogan's vulnerability

Why elections are risky for Turkish macro

Why investors were not investing in Turkey pre-election 

An education Turkish politics and markets

Real Vision Interview

Views on Turkiye US geopolitical relationship

Foreseeing the day when the US adds FEd Swaps to the geopolitical toolkit

Leverage Cribstone's unique expertise

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