Developed Markets
A Dip in Confidence?
A busy week for the Federal Reserve, Peoples Bank of China and the European Central Bank. We discuss the events of the week and our view on US yields…
Read MoreThe Dollar and the Economic Recovery
Extract from our “The Dollar and the Economic Recovery” research paper, published 1st July 2020…
Read MoreEpisode 11: The Long & Short of the Week Ahead
Episode 11: A big week! From UK GDP, the Fed’s minutes, services PMI and German ZEW to the Reserve Bank of Australia, join Neil Staines…
Read MoreThey Think it’s All Over…?
The USD rally may only be at the end of the beginning…
Read MoreOne Size Fits None
Extract from our “One Size Fits None” research paper, published 7th May 2021…
Read MoreEpisode 10: The Long & Short of the Week Ahead
Episode 10: From China’s upcoming June PMI figures to the US’ employment report and the wider theme of normalisation, join Neil Staines…
Read MoreLooking Forward… Not Back?
A week on from the FOMC meeting that will likely be viewed historically as the start of the normalisation process in the US, and markets have calmed…
Read MoreEpisode 9: The Long & Short of the Week Ahead
Episode 9: From the Bank of England’s upcoming monetary policy meeting to the US’ PCE figures for May, join Neil Staines…
Read MoreGoing Up?
Following this week’s FOMC meeting, normalisation is in train…
Read MoreLounge-Room Lizard or Bird Released?
Throughout May, it was not just the weather in the UK that was overcast and confusing…
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