Developed Markets

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.

Last week, we discussed the UK economic data trajectory in the context of the fast-approaching September Bank of England policy meeting.

Last week, we recapped some of the important developments or events through the summer period

In our last piece, prior to the brief summer interlude, we discussed the composition and market reaction to the US inflation reading for July…

Last week, we discussed the latest monetary policy decision from the Bank of England

Last week, we discussed the latest round of central bank meetings from the Federal Reserve, ECB, and Bank of Japan…

Last week, against a lull in the global macro data calendar, we discussed the importance of what we referred to as “likely historically significant” upcoming DM central bank meetings…

Last week, we discussed the increasing signs of rebalancing of supply and demand and how this is likely increasingly consistent with our view that ‘disinflation will be notable through 2023 in its significance and persistence

Last week, we discussed the evolution of our views on the DM growth and inflation backdrop in the context of Fed policy…