Long & Short
113: The Long & Short of the Week Ahead
Episode 113: Hosts Matt Jones and Neil Staines discuss of a range of macroeconomic themes for the upcoming week. They review last
Read MorePassive Tightening and the Cost of Inactivity?
Last week, we discussed the partial reversal (or pull back) in some of the dominant trends of November and December (dominated by higher rate cut pricing and duration outperformance).
Read MoreCentral Bank Optionality: All About the Data?
Last week, we discussed the impending central bank decisions – the final monetary guidance for 2023 – set against the rapidly evolving market sentiment from a macroeconomic perspective.
Read More112: The Long & Short of the Week Ahead
Episode 111: Closing the Books on 2023: Global Markets Unveiled in the Year’s Final Financial Podcast
Read MoreCentral Banks: The Thrill of the (Inflation) Fight?
Last week, we discussed the impending central bank decisions – the final monetary guidance for 2023 – set against the rapidly evolving market sentiment from a macroeconomic perspective.
Read MoreCentral Banks Centre Stage
Last week, we discussed the ongoing growth moderation and global disinflation themes that we see continuing …
Read More111: The Long & Short of the Week Ahead
Episode 111: Closing the Books on 2023: Global Markets Unveiled in the Year’s Final Financial Podcast
Read More110: The Long & Short of the Week Ahead
Episode 110: A big week for data: Europe’s Rate Repricing, RBA’s Monetary Policy, and U.S. Labor Market in the Spotlight
Read MorePutting the Mince Pies on Hold?
Last week, we discussed what we saw as a continued evolution of the dominant themes that have been present for a number of weeks…
Read More109: The Long & Short of the Week Ahead
Episode 109: Global Growth Dynamics in Focus: PMI Data, Central Bank Speeches, and Key U.S. Reports Shape the Week Ahead
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