Currencies
Macro Outlook: Sunny or Raining?
Last week, we discussed the most recent monetary policy decisions from the ECB, Federal Reserve, and the Bank of England…
Read MoreEnd of an Era for DM Central Banks?
Two weeks ago, we discussed the upcoming Bank of England Meeting where we offered our view that the decision on rates at the September meeting would be a very close call.
Read MoreChina’s Local Government Debt
What is the role played by the local governments in China’s property eco-system, and how should investors think about the risks posed by China’s local governments as the property market weakens?
Read MoreECB and BoE: The Shape of the Yield Curve
Last week, we discussed the UK economic data trajectory in the context of the fast-approaching September Bank of England policy meeting.
Read MoreA Pause from the Old Lady? Some Might Say
Last week, we recapped some of the important developments or events through the summer period
Read MoreHigh US Yields Not Likely Reflecting Sticky Inflation
In this note, we focus on the period in the mid-1970s between the two oil price and US inflation spikes.
Read MoreEconomic Momentum: Growth is the New Inflation
In our last piece, prior to the brief summer interlude, we discussed the composition and market reaction to the US inflation reading for July…
Read MoreAn Update on the China Property Sector
China’s property sector is big, but not overwhelmingly big, compared to the cycle that Japan had in the late-1980s…
Read MoreDM Rate Cuts: From Talking To Walking, Growth is the Key!
Last week, we discussed the latest monetary policy decision from the Bank of England
Read MoreBank of England and the Path of Least Resistance
Last week, we discussed the latest round of central bank meetings from the Federal Reserve, ECB, and Bank of Japan…
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