Developed Markets
Episode 50: The Long & Short of the Week Ahead
Episode 50: Has the Fed tightening cycle been fully priced by markets?
Read MoreWhat Does a Hard Landing Look Like and Has It Already Happened?
The important question now is whether or not markets have priced too much uncertainty, too much forward-looking negativity into equities and risk assets.
Read MoreThe Increasing Importance of Turning Points in Financial Markets
It is not just the individual battles that matter, but likely the order in which they occur will have significant implications for financial markets…
Read MoreEpisode 49: The Long & Short of the Week Ahead
Episode 49: Could Japanese inflation exceed the Bank of Japan target next week?
Read MoreFOMC and MPC Emphasise Inflation AND Growth Risks
Suffice to say the near-term macro backdrop (and all the broad commentator narrative seeking to explain them) is becoming increasingly complicated!
Read MoreEpisode 48: The Long & Short of the Week Ahead
Episode 48: What 3 things should investors watch for in markets next week?
Read MoreWhat Will Central Banks Do Next Week?
Looking ahead to next week, it is unlikely that the Bank of Japan’s persistent, obdurate dovish stance will set a precedent…
Read MoreEpisode 47: The Long & Short of the Week Ahead
Episode 47: Will next week be a game of 3 halves for Central Banks?
Read MoreEpisode 46: The Long & Short of the Week Ahead
Episode 46: How are Central Bank narratives impacting markets?
Read MoreDo Faster Rate Hikes Mean Higher Terminal Rates or Lower Growth?
Over the past couple of days, however, there has been a more concerted change in the ECB narrative..
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