Posts by Neil Staines
88: The Long & Short of the Week Ahead
Episode 88: Caution and Complexity: Central Banks, Inflation, Debt Limit Dilemma
Read MoreGlobal 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 More87: The Long & Short of the Week Ahead
Episode 87: Global PMI Data, UK Inflation Drop, FOMC Minutes – Implications for Growth, Rates & Policy
Read MoreA 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 More86: The Long & Short of the Week Ahead
Episode 86: Central banks, Data and Geopolitical Risks
Read More85: The Long & Short of the Week Ahead
Episode 85: Data Deluge: US and European Economic Indicators to Watch Next Week
Read MoreThe Monetary Policy Limit: One More Time?
Last week, we discussed the two dominant schools of thought in the macro space that have evolved…
Read More84 : 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 week
Read MoreUS 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 More83 : The Long & Short of the Week Ahead
Episode 83: How Will This Week’s UK Data Release Affect the Balance of Inflation and Growth Risks in Financial Markets?
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