Developed Markets
Episode 31: The Long & Short of the Week Ahead
Episode 31: Omicron & the Federal Reserve
Read MoreTransitory Retirement?
There have been two significant developments since last week…
Read MoreEpisode 30: The Long & Short of the Week Ahead
Episode 30: From US employment data, to new Covid variants…
Read MoreOn a Roll?
From our perspective, the fundamental backdrop continues to support USD appreciation…
Read MoreEpisode 29: The Long & Short of the Week Ahead
Episode 29: Thanksgiving – US retail sales, Fed minutes and Europe PMI…
Read MoreAin’t No Stoppin’ US Now?
From where we stand there is little to suggest that the US is stoppin’ now…
Read MoreEpisode 28: The Long & Short of the Week Ahead
Episode 28: UK September employment and October retail sales data, China, and US inflation…
Read MoreLest We Forget?
Against the backdrop of Remembrance Day, it is perhaps a worthy time to take a step back and contemplate, reflect…
Read MoreEpisode 27: The Long & Short of the Week Ahead
Episode 27: Bonfire Night – will there be fireworks in the markets? The Bank of England, US CPI and European investor confidence…
Read MoreThe Calm After the Storm?
This week’s blog could well have been called ‘Reaction, Reaction, Reaction’…
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