Developed Markets
Episode 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…
Read MoreCreatively Ambiguous?
This week, focus fell on the European Central Bank President and the ‘favourable financing conditions’…
Read MoreDon’t Stop Me Now?
Interesting narratives emerged this week regarding growth and policy normalisation…
Read MoreLeast Favourite Bond?
While market tensions are rising with the sell-off in bonds we maintain an optimistic growth outlook…
Read MoreFavourable Progress?
We continue to see the growth and yield differentials in favour of the US driving a lower EURUSD exchange rate…
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