Long & Short
69: The Long & Short of the Week Ahead
Episode 69: Inflation and the US Dollar
Read MoreUS Rates: Under New Rules?
Last week, we discussed the rising importance of the economic growth data in conjunction…
Read More68: The Long & Short of the Week Ahead
Episode 68: A shift in focus from inflation to growth
Read MoreInflation AND Growth: Something Else Matters!
Thanksgiving may well therefore be an important period of reflection…
Read More67: The Long & Short of the Week Ahead
Episode 67: Will markets be in a thankful mood next week?
Read MoreAre The Times Changin’ For GBP Too?
The big question for markets is how the inflation path evolves in the near term and how growth and monetary policy responds…
Read MoreInflation: Steeper stairs on the way down?
If there is one thing that we can take from this week above other things, it is likely that the inflation risks for financial markets continue to be dominant…
Read More66: The Long & Short of the Week Ahead
Episode 66: UK Data and the Autumn Statement
Read More65: The Long & Short of the Week Ahead
Episode 65: What is next for UK growth and US inflation?
Read MoreAre The Balance of Risks Starting to Change for Rates, Risk and the USD?
Indeed, a sharp decline in inflation with rates in restrictive territory opens the prospects for a short 3, or in other words rate cuts…
Read More