Developed Markets
Three Little Birds?
The fiscal policy lever remains pressed firmly to the floor globally…
Read MoreNIRP – Not Imminent, Recovery in Progress?
The Bank of England’s Monetary Policy Report is something of a watershed…
Read MoreBlack Tie White Noise?
It would be remiss not to maintain a close eye on near-term market developments, but the macro backdrop remains positive…
Read MoreTurning Point?
This week has caught our eye from a central bank perspective…
Read MoreA subtle but important shift?
Last week (and indeed last year) we raised our concerns about the remarkable consensus in financial market forecasts. However, much like the start to the year, it is not as simple as that…
Read MorePlus Ca Change?
The events over the past three weeks have strengthened the consensus arguments. …
Read MoreThinking Out Loud?
Financial markets are phenomenally innovative…
Read MoreLook, But Don’t Talk?
The ECB appears very reluctant to get drawn in to talking about the EUR…
Read MoreUS Dollar – Tactically cautious, structurally bullish
We can see the dollar continue to trade weak in the near term, but on a slightly longer-term horizon, we find this narrative unconvincing….
Read MoreAnnus Mirabilis?
As we enter the last month of a historic year, it is perhaps appropriate to look forward to 2021…
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