Global Macro
Out of the Woods?
The world is a very complicated place at the moment. Indeed, what began as an immediate and acute threat…
Read MoreA Glimpse at the Future?
The UK is the first major economy to actively tighten fiscal policy in order to address the Covid related…
Read MoreBetween the Lines?
In the very short-term EUR bulls may well ‘enjoy the silence’ ahead of the FOMC, but like many current factors, we see this as transitory…
Read MoreThe Rise in Fall?
Come Labor Day, St Leger’s Day, or even September FOMC Day, we expect markets will have a stronger rationale to buy (USD and stocks)…
Read MoreWhy is the CHF so Strong? A Balance Sheet Explanation
Extract from our “Why is the CHF so Strong? A Balance Sheet Explanation” research paper, published 18th February 2021…
Read MoreBanking on the Recovery?
Despite the unseasonably inclement weather in the UK over recent weeks, there is a distinct…
Read MoreSummertime?
The Old adage ‘Sell in May and go away’ may well have some historic seasonal backing, but the signal to noise ratio…
Read MoreA New Journey?
This week has been an interesting one. It began with a near concerted lack of confidence in global growth…
Read MoreChinese RMB’s International Currency Status
Extract from our “Chinese RMB’s International Currency Status” research paper, published 20th May 2021…
Read MoreSummer of (USD) Love?
For many months (quarters) now there has been a small but consistent collection of themes running through our thoughts and comments…
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