Long & Short
Supply Chains, Inflation and Policy Rates: Back to the Ordinary?
Last week, we discussed the evolution of our views on the DM growth and inflation backdrop in the context of Fed policy…
Read MorePayrolls and the Policy Rate: Are Jobs Telling the Whole Story?
In our last piece, we discussed what we see as rising disparity between the DM monetary stance and the underlying strength and or stability of domestic demand.
Read More93: The Long & Short of the Week Ahead
Episode 93: Unraveling the Complexities of Financial Markets: A Deep Dive into Recent Volatility and Anticipated Focal Points
Read More92: The Long & Short of the Week Ahead
Episode 92: Shifting focus from Inflation to Growth
Read MoreChange is Afoot: Are Central Banks Losing Contact?
In our last piece, we focussed our discussion on the UK and the Bank of England
Read MoreThe Fed, The BoE and the Market: Plus Ca Change?
In our last piece, we discussed the most recent FOMC meeting.
Read More91: The Long & Short of the Week Ahead
Episode 91: Growth and Inflation Juncture: Complexity in the Global Economy
Read MorePause for Thought: Global Monetary Divergence?
In our last piece, we outlined a more granular description of our views on the US macroeconomic trajectory.
Read More90: The Long & Short of the Week Ahead
Episode 90: UK Back in Focus
Read More89: The Long & Short of the Week Ahead
Episode 89: Global Macro Puzzle: China’s Stimulus, Central Banks, and US Policy Impact
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