Currencies
Episode 19: The Long & Short of the Week Ahead
Episode 19: Geopolitics, Central Banks and growth come into focus this week as Neil outlines…
Read MoreOut of the Woods?
The world is a very complicated place at the moment. Indeed, what began as an immediate and acute threat…
Read MoreEpisode 18: The Long & Short of the Week Ahead
Episode 18: A focus on the UK, China data and global politics, join Neil Staines, Senior Portfolio Manager…
Read MoreIt’s complex – from Bitcoin to zloty
Alan Wilson reviews the week that saw Bitcoin become legal tender in El Salvador and protests in Brazil…
Read MoreA Glimpse at the Future?
The UK is the first major economy to actively tighten fiscal policy in order to address the Covid related…
Read MoreEpisode 18: The Long & Short of the Week Ahead
Episode 18: Central banks, data from Europe and China, and focus on US policy – join Neil Staines, Senior Portfolio Manager…
Read MoreBetween the Lines?
In the very short-term EUR bulls may well ‘enjoy the silence’ ahead of the FOMC, but like many current factors, we see this as transitory…
Read MoreEpisode 17: The Long & Short of the Week Ahead
Episode 17: Growth, Policy and Risk – from China PMIs to US payroll data, join Neil Staines, Senior Portfolio Manager…
Read MoreThe Rise in Fall?
Come Labor Day, St Leger’s Day, or even September FOMC Day, we expect markets will have a stronger rationale to buy (USD and stocks)…
Read MoreNo rest for ‘EM
What a week, with our asset class buffeted by political headlines and a string of central bank announcements…
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