Global Macro
Banking 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…
Read MoreA Higher US ‘NAIRU’?
Extract from our “A Higher US ‘NAIRU’?” research paper, published 12th July 2021…
Read MoreA Dip in Confidence?
A busy week for the Federal Reserve, Peoples Bank of China and the European Central Bank. We discuss the events of the week and our view on US yields…
Read MoreThe Dollar and the Economic Recovery
Extract from our “The Dollar and the Economic Recovery” research paper, published 1st July 2020…
Read MoreOne Size Fits None
Extract from our “One Size Fits None” research paper, published 7th May 2021…
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