Developed Markets
In the Words of Some?
In his last post of 2021, Neil turns to the Bank of England, Federal Reserve and…
Read MoreEpisode 32: The Long & Short of the Week Ahead
Episode 32: A big week for Central Banks…
Read MoreToo Hot or Too Cold?
Ultimately, we see the ECB, BoE and BoJ as the three bears…
Read MoreChina’s Fictional Growth
Extract from our “China’s Fictional Growth” research paper, published 22nd November 2021…
Read MoreEpisode 31: The Long & Short of the Week Ahead
Episode 31: Omicron & the Federal Reserve
Read MoreTransitory Retirement?
There have been two significant developments since last week…
Read MoreEpisode 30: The Long & Short of the Week Ahead
Episode 30: From US employment data, to new Covid variants…
Read MoreOn a Roll?
From our perspective, the fundamental backdrop continues to support USD appreciation…
Read MoreEpisode 29: The Long & Short of the Week Ahead
Episode 29: Thanksgiving – US retail sales, Fed minutes and Europe PMI…
Read MoreAin’t No Stoppin’ US Now?
From where we stand there is little to suggest that the US is stoppin’ now…
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