Currencies
Episode 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 MoreWhich dominant economic shock will fade first?
Macro-monthly: Which dominant economic shock will fade first?
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 MoreHow will the recent policy announcements impact Chinese markets?
Renminbi Review: How will the recent policy announcements impact Chinese markets?
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?
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