Posts by Neil Staines
Central Bank Optionality: All About the Data?
Last week, we discussed the impending central bank decisions – the final monetary guidance for 2023 – set against the rapidly evolving market sentiment from a macroeconomic perspective.
Read More112: The Long & Short of the Week Ahead
Episode 111: Closing the Books on 2023: Global Markets Unveiled in the Year’s Final Financial Podcast
Read MoreCentral Banks: The Thrill of the (Inflation) Fight?
Last week, we discussed the impending central bank decisions – the final monetary guidance for 2023 – set against the rapidly evolving market sentiment from a macroeconomic perspective.
Read MoreCentral Banks Centre Stage
Last week, we discussed the ongoing growth moderation and global disinflation themes that we see continuing …
Read More111: The Long & Short of the Week Ahead
Episode 111: Closing the Books on 2023: Global Markets Unveiled in the Year’s Final Financial Podcast
Read More110: The Long & Short of the Week Ahead
Episode 110: A big week for data: Europe’s Rate Repricing, RBA’s Monetary Policy, and U.S. Labor Market in the Spotlight
Read MorePutting the Mince Pies on Hold?
Last week, we discussed what we saw as a continued evolution of the dominant themes that have been present for a number of weeks…
Read More109: The Long & Short of the Week Ahead
Episode 109: Global Growth Dynamics in Focus: PMI Data, Central Bank Speeches, and Key U.S. Reports Shape the Week Ahead
Read More2024: Time for Some New Kids on the FX Block?
Last week, we discussed the recent market reaction to the recent CPI miss in the US (from the October data) and our suggestion that this was an example of our rising view that the burden of proof has switched from the absence of slower growth…
Read More108: The Long & Short of the Week Ahead
Episode 108: Fed Minutes and Beyond: Unpacking the Latest Developments in U.S. Financial Markets
Read More