Developed Markets
Podcast: What is the Outlook for China Onshore bonds?
Many investor are curious as to the outlook for China onshore bonds. In this post we outline our near-term outlook and focus on four key topics
Read MoreHas the July CPI Print Widened The Path to a Soft Landing?
it is not the UK that dominates the debate this week, but the US. And for the Federal Reserve System (Fed), the issue of communication remains at the fore…
Read MoreNevermind 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…
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