Global Macro
Transitory Retirement?
There have been two significant developments since last week…
Read MoreOn a Roll?
From our perspective, the fundamental backdrop continues to support USD appreciation…
Read MoreAin’t No Stoppin’ US Now?
From where we stand there is little to suggest that the US is stoppin’ now…
Read MoreLest We Forget?
Against the backdrop of Remembrance Day, it is perhaps a worthy time to take a step back and contemplate, reflect…
Read MoreThe Calm After the Storm?
This week’s blog could well have been called ‘Reaction, Reaction, Reaction’…
Read MoreInflation, Inflation, Inflation?
The ECB President was clear this week that the three drivers of higher near-term inflation would “fade out”…
Read MoreAnd Then There Were None?
The complexities of the current global macro backdrop are starting to seem more than transient…
Read MoreDivergent Complexities?
Often when we refer to things as complex, it is because we do not fully understand them…
Read MoreHard Yards and Difficult Choices?
Step forward, the Bank of England…
Read MoreSintra-Spective?
Market sentiment continues to be driven by the global central bank narrative…
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