Global Macro
Hard 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…
Read MoreThe (Old) Lady and the Hawk?
With very little top tier data on the calendar this week there was a distinct shift in the focus of markets…
Read MoreOut 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…
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