Global Macro
Has The Fed Mark-to-Market Delivered?
In eventuality, the Fed ‘out hawked the hawks’, or marked the dots to market…
Read MoreEnergy, Inflation and The (Very) Big Short!
We continue to see a soft landing as a likely outcome (although there are clearly risks in both directions – growth and inflation) and recent market reactions as oscillations around its glide path…
Read MoreMonetary Policy Formula for Success
We continue to see a soft landing as a likely outcome (although there are clearly risks in both directions – growth and inflation) and recent market reactions as oscillations around its glide path…
Read MoreJackson Hole: Game Changer or an Oscillation on the Same Glide Path?
Overall, the ECB developments were broadly as expected and, from our perspective, likely enough to stabilise the EUR…
Read MoreHas the July CPI Print Widened The Path to a Soft Landing?
it is not the UK that dominates the debate this week, but the US. And for the Federal Reserve System (Fed), the issue of communication remains at the fore…
Read MoreNevermind May, August MPR Forecasts Paint a Bleak Picture: Exaggeration or Disaster?
In the near term, UK growth is a lot further away from its respective nirvana, perhaps it really is less dangerous “with the lights out”, for a while at least!
Read MoreWhich 4 themes will influence markets in August?
Which 4 themes will influence markets in August? From global inflation to the US Dollar…
Read MoreHave Neutral Rates Set Up A Clash Between The Markets And The Fed?
This week we ask, have neutral rates set up a clash between the markets and the Fed?
Read MoreIs It The End Of The NIRP As We Know It?
Perhaps the EUR vs. USD arguments have simply been lost in the acronyms from Miami to Ibiza?
Read MoreEUR: Will the Parity Party be Short Lived?
Last week we discussed the evolving financial market backdrop, as the focus continues to shift away from inflation and towards the implications of prices …
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