Posts by Neil Staines
GBP Crisis, or Communication Error?
No sooner had we pressed ‘publish’ on our thoughts for last week, than the landscape changed once more…
Read MoreHas The Fed Mark-to-Market Delivered?
In eventuality, the Fed ‘out hawked the hawks’, or marked the dots to market…
Read MoreEnergy, Inflation and The (Very) Big Short!
We continue to see a soft landing as a likely outcome (although there are clearly risks in both directions – growth and inflation) and recent market reactions as oscillations around its glide path…
Read More63: The Long & Short of the Week Ahead
Episode 63: It’s all about Central Banks
Read More62: The Long & Short of the Week Ahead
Episode 62: Inflation, economic data and a time to reflect
Read MoreMonetary Policy Formula for Success
We continue to see a soft landing as a likely outcome (although there are clearly risks in both directions – growth and inflation) and recent market reactions as oscillations around its glide path…
Read More61: The Long & Short of the Week Ahead
Episode 61: Neil talks about the EBC
Read MoreJackson Hole: Game Changer or an Oscillation on the Same Glide Path?
Overall, the ECB developments were broadly as expected and, from our perspective, likely enough to stabilise the EUR…
Read More60: The Long & Short of the Week Ahead
Episode 60: Neil discusses what is next for the 3 engines of global growth?
Read MoreHas the July CPI Print Widened The Path to a Soft Landing?
it is not the UK that dominates the debate this week, but the US. And for the Federal Reserve System (Fed), the issue of communication remains at the fore…
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