Currencies
Episode 38: The Long & Short of the Week Ahead
Episode 38: The data watch continues…
Read MoreHas Growth Been Forgotten About in the Inflation Debate?
Our latest article asks, has growth been forgotten about in the inflation debate?
Read MoreEpisode 37: The Long & Short of the Week Ahead
Episode 37: Growth, inflation and credit…
Read MoreAll About Growth…And Credit?
From inflation, inflation, inflation to inflation, growth, credit…
Read MoreRenminbi Review – What could economic and policy divergence mean for Chinese assets?
Renminbi Review – What could economic and policy divergence mean for Chinese assets? An extract from our China newsletter written on 3rd February 2022.
Read MoreThe US and China – Three themes for the month ahead
The US and China – 3 themes for the month ahead. An audio extract from our Macro Monthly Newsletter.
Read MoreEpisode 36: The Long & Short of the Week Ahead
Episode 36: The Bank of England and the ECB…
Read MoreA Bird in the Hand is worth Two in the Forward Volatility Smile?
There is an old English saying, that ‘a bird in the hand is worth two in the bush’…
Read MoreEpisode 35: The Long & Short of the Week Ahead
Episode 35: A big week for data
Read MoreA Change of Direction?
This week has been a very interesting week in many respects…
Read More