Posts by Neil Staines
What is the New ‘Sufficiently Restrictive’?
Last week, we discussed the RBA rate decision, the recent commentary from Bank of England…
Read MoreCentral Banks at Easter: A Time for Reflection?
While it remains unclear what the magnitude of the banking sector concerns will be on the real economy, it is clear that the seriousness of the issue likely leads to a new wave of bank or asset regulation…
Read MoreAbsolute, Not Relative: Are Markets Missing the Wood for the Trees?
Last week we discussed the continued focus of Developed Market Central Banks on the prospect of continued above trend or ‘sticky’ inflation…
Read More82 : The Long & Short of the Week Ahead
Episode 82: US Employment Report for March and Antipodean Policy Decisions
Read More81 : The Long & Short of the Week Ahead
Episode 81: Navigating Market Volatility: Rate Hikes, Liquidity, and Central Bank Reactions
Read MoreJoining the ‘Dots’: Credit Tightening and the Monetary Cadence
Last week we discussed the evolution of the monetary impulse in developed markets this year.
Read More80 : The Long & Short of the Week Ahead
Episode 80: What can we expect from UK and US policymakers next week?
Read MoreBanking Stress Brings Inflation and Growth Risks Back into Balance
We are now increasingly of the view that the ECB, Fed, BoE, BoC, RBA and SNB have reached the end of their respective policy hiking cycles…
Read More79 : The Long & Short of the Week Ahead
Episode 79: Markets brace for key data and policy decisions impacting interest rates, growth, and currency paths worldwide
Read MoreA Closer Demand and Supply Balance – What Are The Odds?
Last week, we discussed the dominant ongoing theme: inflation, growth and monetary policy…
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