Currencies

In our last piece, we discussed the most recent FOMC meeting.

In our last piece, we outlined a more granular description of our views on the US macroeconomic trajectory.

In our last piece, we discussed the added complication of US debt ceiling negotiations on the evolving global macro backdrop.

In our last piece, we discussed the most recent developments in the inputs and official commentary on central bank monetary policy…

In our last piece, we discussed our views of the impact of credit concerns in the (small) banking sector and how they appeared to differ from central market expectations…

Last week, we discussed the two dominant schools of thought in the macro space that have evolved…

Last week, we discussed the implications of the ongoing credit conditions repricing in the US, in the context of the Fed narrative…

Last week, we discussed the RBA rate decision, the recent commentary from Bank of England…

While it remains unclear what the magnitude of the banking sector concerns will be on the real economy, it is clear that the seriousness of the issue likely leads to a new wave of bank or asset regulation…