Developed Markets
Nevermind May, August MPR Forecasts Paint a Bleak Picture: Exaggeration or Disaster?
In the near term, UK growth is a lot further away from its respective nirvana, perhaps it really is less dangerous “with the lights out”, for a while at least!
Read MoreEpisode 58: The Long & Short of the Week Ahead
Episode 58: Will the US see light at the end of the inflation tunnel?
Read MoreWhich 4 themes will influence markets in August?
Which 4 themes will influence markets in August? From global inflation to the US Dollar…
Read MoreEpisode 57: The Long & Short of the Week Ahead
Episode 57: This week, Neil Staines discusses the Bank of England, US data and China…
Read MoreHave Neutral Rates Set Up A Clash Between The Markets And The Fed?
This week we ask, have neutral rates set up a clash between the markets and the Fed?
Read MoreIs It The End Of The NIRP As We Know It?
Perhaps the EUR vs. USD arguments have simply been lost in the acronyms from Miami to Ibiza?
Read MoreEUR: Will the Parity Party be Short Lived?
Last week we discussed the evolving financial market backdrop, as the focus continues to shift away from inflation and towards the implications of prices …
Read MoreFrom Inflation to Recession via Monetary Tightening – Who Will Feel It Most?
In our last piece, we discussed the recent evolution of the dominant focus of financial markets – from inflation to growth…
Read MoreEpisode 55: The Long & Short of the Week Ahead
Episode 55: Economic divergence – What next for Europe?
Read MoreWill this be a P.I.G. week for markets?
Long & Short of the Week Ahead: Will this be a P.I.G. week for markets?
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