Posts by Neil Staines
Still Plenty to Play for in 2023?
Last week, we discussed what we saw as a continuation of the recent theme of completion of the global monetary tightening cycle…
Read More107: The Long & Short of the Week Ahead
Episode 107: A big week for data: UK Earnings, German ZEW, China’s Rebound, and US CPI Data
Read MoreWill Slowing Growth Knock the US off its Narrow Path?
Last week, we discussed the most recent iteration of US monetary policy following the November FOMC where they left rates unchanged at 5.25-5.50% as expected.
Read More106: The Long & Short of the Week Ahead
Episode 106: Market Sentiment Shifts: Dovish Central Banks, China’s Stabilization, and Growth Forecasts
Read MoreDM Central Banks: A Change of Tune?
Last week, we discussed the ECB policy decision and the accompanying Governing Council narrative.
Read MoreTrouble with the Curve: Sunrise or Sunset?
Last week, we expanded upon our recent discussions on the US inflation trajectory and the resultant and extrapolated Fed policy narrative…
Read More105: The Long & Short of the Week Ahead
Episode 105: U.S. Economic Data, Central Banks’ Moves & Fed’s Outlook: A Pivotal Week Ahead
Read MoreFed Chair, Long View?
In our last piece, we discussed two main topics…
Read More104: The Long & Short of the Week Ahead
Episode 104: October PMIs, U.S. Q3 GDP & Tech Earnings: Navigating Global Uncertainties
Read More103: The Long & Short of the Week Ahead
Episode 103: UK Data, Global Indicators, and the Fed’s Evolving Narrative
Read More