Developed Markets
Banking on the Recovery?
Despite the unseasonably inclement weather in the UK over recent weeks, there is a distinct…
Read MoreEpisode 15: The Long & Short of the Week Ahead
Episode 15: Neil Staines, Senior Portfolio Manager, looks ahead to the upcoming Bank of England…
Read MoreSummertime?
The Old adage ‘Sell in May and go away’ may well have some historic seasonal backing, but the signal to noise ratio…
Read MoreA New Journey?
This week has been an interesting one. It began with a near concerted lack of confidence in global growth…
Read MoreEpisode 14: The Long & Short of the Week Ahead
Episode 14: Amidst market fears of slowing growth, Neil Staines looks ahead to the FOMC meeting and GDP prints for the US and Europe….
Read MoreChinese RMB’s International Currency Status
Extract from our “Chinese RMB’s International Currency Status” research paper, published 20th May 2021…
Read MoreEpisode 13: The Long & Short of the Week Ahead
Episode 13: From the Reserve Bank of Australia, Bank of Japan and ECB monetary policy to global PMIs and UK retail sales, join Neil Staines…
Read MoreSummer of (USD) Love?
For many months (quarters) now there has been a small but consistent collection of themes running through our thoughts and comments…
Read MoreA Higher US ‘NAIRU’?
Extract from our “A Higher US ‘NAIRU’?” research paper, published 12th July 2021…
Read MoreEpisode 12: The ECB, PBoC and the Fed – a busy week ahead
Episode 12: This week we look ahead to a rich set of data and talking points from across markets. Join Neil Staines…
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