Long & Short
Episode 15: The Long & Short of the Week Ahead
Episode 15: Neil Staines, Senior Portfolio Manager, looks ahead to the upcoming Bank of England…
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 MoreEpisode 14: The Long & Short of the Week Ahead
Episode 14: Amidst market fears of slowing growth, Neil Staines looks ahead to the FOMC meeting and GDP prints for the US and Europe….
Read MoreEpisode 13: The Long & Short of the Week Ahead
Episode 13: From the Reserve Bank of Australia, Bank of Japan and ECB monetary policy to global PMIs and UK retail sales, join Neil Staines…
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 MoreEpisode 12: The ECB, PBoC and the Fed – a busy week ahead
Episode 12: This week we look ahead to a rich set of data and talking points from across markets. Join Neil Staines…
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 MoreEpisode 11: The Long & Short of the Week Ahead
Episode 11: A big week! From UK GDP, the Fed’s minutes, services PMI and German ZEW to the Reserve Bank of Australia, join Neil Staines…
Read MoreThey Think it’s All Over…?
The USD rally may only be at the end of the beginning…
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