Posts by Neil Staines
US Debt Ceiling and Financial Markets: Risk off or Just a Familiar Dance?
In our last piece, we discussed the most recent developments in the inputs and official commentary on central bank monetary policy…Read More
88: The Long & Short of the Week Ahead
Global Macro and the Debt Ceiling: Figure It Out?
In our last piece, we discussed the recent central bank actions and rhetoric from the ECB, BoE and Federal Reserve…Read More
87: The Long & Short of the Week Ahead
Episode 87: Global PMI Data, UK Inflation Drop, FOMC Minutes – Implications for Growth, Rates & PolicyRead More
A Significant Watershed for DM Rates: End of the Road?
In our last piece, we discussed our views of the impact of credit concerns in the (small) banking sector and how they appeared to differ from central market expectations…Read More
86: The Long & Short of the Week Ahead
85: The Long & Short of the Week Ahead
The Monetary Policy Limit: One More Time?
Last week, we discussed the two dominant schools of thought in the macro space that have evolved…Read More
84 : The Long & Short of the Week Ahead
Episode 84: Bank of Japan meeting, tech sector earnings, and FOMC meeting to shape market sentiment in upcoming weekRead More
US Monetary Policy: The Sound of Silence?
Last week, we discussed the implications of the ongoing credit conditions repricing in the US, in the context of the Fed narrative…Read More