Developed Markets
Episode 3: The Long & Short of the Week Ahead
Episode 3: From the Bank of England’s quarterly inflation report to UK local/mayoral elections, join Neil Staines…
Read MoreInflation #trending Higher?
Over recent weeks, inflation has become the focal topic…
Read MoreEpisode 2: The Long & Short of the Week Ahead
Episode 2: From the Fed to China’s April PMI data, join Neil Staines…
Read MoreDifferent Rhythms?
This week, the focus shifts back to Europe and the ECB…
Read MoreEpisode 1: The Long & Short of the Week Ahead
Episode 1: From UK unemployment figures to the upcoming ECB meeting, join Neil Staines…
Read MoreHere Comes the Boom?
We are at the beginning of a boom for US consumption and economic growth…
Read MoreExceptionalism?
April has begun with something of an adjustment in financial markets…
Read MoreUnprecedented Fiscal Expansion?
The term ‘unprecedented’ has been used so much over the past 12 months that you could argue it has become somewhat paradoxical…
Read MoreThe Hare and The Tortoise?
The dominant theme for currency and asset markets over coming months is differentiation…
Read MoreResolutely Dovish?
The reaction function of the Fed, so far at least, appears to be not to react…
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