Developed Markets
Have 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?
Read MoreUS Recession: Are We Going There and, if so, What Does it Look Like?
I have seen analysis this week that suggest that the average equity price decline from either event-driven or cyclical recessions is in the order of magnitude of 30%, with a range of values for both the pace of the decline and subsequent rebound…
Read MoreEpisode 54: The Long & Short of the Week Ahead
Episode 54: Will this be a P.I.G. week for markets?
Read MoreWhat can we expect from Central Banks this week?
Long & Short of the Week Ahead: What can we expect from Central Banks this week?
Read MoreEpisode 53: The Long & Short of the Week Ahead
Episode 53: What can we expect from Central Banks next week?
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