Posts by Neil Staines
73 : The Long & Short of the Week Ahead
Episode 73: A tale of three central banks
Read MoreCentral Bank Preview: Right Notes, Wrong Order?
Last week we discussed the Bank of Japan and its monetary policy evolution against a complicated global macroeconomic backdrop.
Read More72 : The Long & Short of the Week Ahead
Episode 72: Is the Fed’s hiking cycle coming to an end? An important period of reflection, with implications for global risk sentiment
Read MoreCentral Banks: Words vs. Actions
Last week we discussed our growing conviction that the Fed (and by extension a number of other DM Central Banks)
Read More71 : The Long & Short of the Week Ahead
Episode 71: Inflation, growth, and monetary policy at forefront of market debate as Q4 earnings and data releases loom
Read MoreTerminal Rates Closer Than You Think: 25 and Done?
As we start 2023, the themes that dominate the macroeconomic debate are familiar
Read MoreCentral Banks Growth and Inflation mix: The Good, The Bad and the Ugly?
All animals are equal, but some are more equal than others …
Read MoreFederal Reserve: Inflation, Growth and Life?
Last week, we discussed what in our view is an evolving Fed reaction function – New Rules…
Read More70: The Long & Short of the Week Ahead
Episode 70: A big week for macroeconomics and markets
Read More69: The Long & Short of the Week Ahead
Episode 69: Inflation and the US Dollar
Read More