Posts by Neil Staines
Least Favourite Bond?
While market tensions are rising with the sell-off in bonds we maintain an optimistic growth outlook…
Read MoreFavourable Progress?
We continue to see the growth and yield differentials in favour of the US driving a lower EURUSD exchange rate…
Read MoreThree Little Birds?
The fiscal policy lever remains pressed firmly to the floor globally…
Read MoreNIRP – Not Imminent, Recovery in Progress?
The Bank of England’s Monetary Policy Report is something of a watershed…
Read MoreBlack Tie White Noise?
It would be remiss not to maintain a close eye on near-term market developments, but the macro backdrop remains positive…
Read MoreTurning Point?
This week has caught our eye from a central bank perspective…
Read MoreA subtle but important shift?
Last week (and indeed last year) we raised our concerns about the remarkable consensus in financial market forecasts. However, much like the start to the year, it is not as simple as that…
Read MorePlus Ca Change?
The events over the past three weeks have strengthened the consensus arguments. …
Read MoreThinking Out Loud?
Financial markets are phenomenally innovative…
Read MoreLook, But Don’t Talk?
The ECB appears very reluctant to get drawn in to talking about the EUR…
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