Posts by Neil Staines
ECB’s Cautious Path, UK CPI Focus, and US Fed’s Rate Cut Predictions
Episode 137: Key highlights include the European Central Bank’s rate cut and future outlook, implications of the UK CPI data and Bank of England’s potential actions, and anticipated moves by the US Federal Reserve.
Read MoreUK data back on the radar as markets wait for US CPI & the ECB
Episode 136: In this week’s Podcast, 1) Volatility and Market Sentiment, 2) UK Economic Outlook and Data, 3) U.S. Focus and CPI Expectations
Read MoreAn intense week ahead
Episode 133: In this week’s Podcast, 1) Recent Market Volatility and Forward-Looking Implications, 2) European Data and Sentiment, 3) Broader…
Read MoreA complex week for global data
Episode 132: In this week’s Podcast, 1) Central Banks in Focus, 2) Equity Markets & Earnings Season, 3) The Fed & U.S. Markets
Read MorePolicy shifts & Volatility
Episode 132: In this week’s Podcast, 1) Central Banks in Focus, 2) Equity Markets & Earnings Season, 3) The Fed & U.S. Markets
Read MoreThe Puzzle: Short-Term Volatility But Clarity Around the Medium-Term Path?
In our last piece, we discussed the evolution of activity in the real economy, both in the UK following the most recent (arguably dovish) MPC…
Read MoreThe Bank of England & US Data
Episode 131: In this week’s Podcast, 1) Volatility in financial markets, 2) Bank of England’s upcoming meeting, 3) Key US economic data releases
Read MoreRates, Inflation, and Market Volatility
Episode 130: It’s a huge week for politics, a tricky week for central bank policy and a complex week for macro markets.
Read MoreUS Growth and Inflation Paths Make Confidence a Preference
In our last piece, we discussed the evolution of activity in the real economy, both in the UK following the most recent (arguably dovish) MPC…
Read MoreAre US Rate Cuts Just Round the Corner?
Last week, we discussed the most recent monetary update from the Bank of England. The MPC voted to leave rates unchanged at 5.25%…
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