Posts by Neil Staines
Will this be a P.I.G. week for markets?
Long & Short of the Week Ahead: Will this be a P.I.G. week for markets?
Read MoreUS Recession: Are We Going There and, if so, What Does it Look Like?
I have seen analysis this week that suggest that the average equity price decline from either event-driven or cyclical recessions is in the order of magnitude of 30%, with a range of values for both the pace of the decline and subsequent rebound…
Read MoreEpisode 54: The Long & Short of the Week Ahead
Episode 54: Will this be a P.I.G. week for markets?
Read MoreWhat can we expect from Central Banks this week?
Long & Short of the Week Ahead: What can we expect from Central Banks this week?
Read MoreEpisode 53: The Long & Short of the Week Ahead
Episode 53: What can we expect from Central Banks next week?
Read MoreUS Inflation: Has the Fed Regained Control of the Inflation Narrative?
Despite the uncertainty in the near term, we remain convinced that the turn in the second derivative of inflation is both critical for sentiment and still attainable over coming months…
Read MoreHow is the evolution of the inflationary reaction function playing out?
Long & Short of the Week Ahead: How is the evolution of the inflationary reaction function playing out?
Read MoreGlobal Recession: Are markets too worried, or not worried enough?
ECB decision and press conference were very interesting and mark a significant inflection point …
Read MoreEpisode 52: The Long & Short of the Week Ahead
Episode 52: How is the evolution of the inflationary reaction playing out?
Read MoreAre the odds of a soft landing in the US improving?
Long & Short of the Week Ahead: Are the odds of a soft landing in the US improving?
Read More