Posts by Neil Staines
Unemployment, Inflation, and the Policy Path Ahead
Episode 169: Unemployment, Inflation, and the Policy Path Ahead: Global Central Bank Dynamics, Data Watch: The Week Ahead, Macro Focal Points
Read MoreRate Cuts, Data Disappointments, and a Wait-and-See Fed
Episode 168: Rate Cuts, Data Disappointments, and a Wait-and-See Fed: Global Growth & Trade Outlook, UK Economic Picture & Policy Implications…
Read MoreTariffs, Tightening, and Turning Points
Episode 167: Tariffs, Tightening, and Turning Points. US Outlook – Tariffs, Growth, and Inflation Risks. Global Watch – China Data and Australian Rate Cut Prospects.
Read MoreMacro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses
Episode 166: Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses. UK: Inflation Surprises & a Sliding Economy,Global: From Japan’s Politics to the ECB’s Pause
Read MoreFrom Tariffs to Tests: A Packed Week for Markets and the UK
Episode 165: UK, Australia & New Zealand: Easing Biases and Fiscal Shifts, US: Hard vs. Soft Data, Fiscal Clarity, and Tariff Tensions, Trade Risk: Undervalued Threats Ahead of the Tariff Deadline
Read MoreMonetary Easing, Market Complacency, and the July 9 Trade Reckoning
Episode 165: UK, Australia & New Zealand: Easing Biases and Fiscal Shifts, US: Hard vs. Soft Data, Fiscal Clarity, and Tariff Tensions, Trade Risk: Undervalued Threats Ahead of the Tariff Deadline
Read MoreRates, Risks & the Sintra Setup: A Global Macro Realignment
Episode 164: US Data and Macro Focus, The Sintra Summit and Global Central Bank Watch, Geopolitics, Fiscal Policy, and Trade Dynamics
Read MoreBanking on Complexity: UK’s Economic Challenges and Global Policy Shifts
Episode 163: UK Macro Challenges and the Bank of England, Global Central Bank Week – A Raft of Decisions, US Dynamics – Powell, the Fed, and Fiscal Friction
Read MoreMarket Calm or Complacency? Inflation, Trade, and Volatility Risks
Episode 162: US Macro Outlook and Trade Negotiations, Europe: ECB Decision and Growth Prospects, UK: Data Watch and Policy Pause
Read MoreData vs. Disruption: A Critical Week for Markets
Episode 161: Global Data Outlook, ECB Policy Outlook, US Macro Outlook
Read More