Currencies
Episode 48: The Long & Short of the Week Ahead
Episode 48: What 3 things should investors watch for in markets next week?
Read MoreWhat Will Central Banks Do Next Week?
Looking ahead to next week, it is unlikely that the Bank of Japan’s persistent, obdurate dovish stance will set a precedent…
Read MoreEpisode 47: The Long & Short of the Week Ahead
Episode 47: Will next week be a game of 3 halves for Central Banks?
Read MoreEpisode 46: The Long & Short of the Week Ahead
Episode 46: How are Central Bank narratives impacting markets?
Read MoreDo Faster Rate Hikes Mean Higher Terminal Rates or Lower Growth?
Over the past couple of days, however, there has been a more concerted change in the ECB narrative..
Read MoreInflation vs. Growth: The policy path of least regret?
Over the past months we have written at length about the relationship and the global sensitivities between inflation and growth…
Read MoreEpisode 45: The Long & Short of the Week Ahead
Episode 45: Growth – What are the implications of monetary policy response to inflation?
Read MoreInflation vs. Growth: Are we at an impasse?
The macro backdrop remains complex, with the Mexican Standoff between inflation and growth at the heart of the debate…
Read MoreEpisode 44: The Long & Short of the Week Ahead
Episode 44: Diverging forces with markets and macroeconomics
Read MoreRisk Asset Outperformance: Less TINA, More TERESA?
Over recent weeks, markets have been very complex…
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