Long & Short
96: The Long & Short of the Week Ahead
Episode 96: A big week ahead for US Data, Rates & Market Sentiment
Read MoreBank of England and the Path of Least Resistance
Last week, we discussed the latest round of central bank meetings from the Federal Reserve, ECB, and Bank of Japan…
Read MorePolicy Tightening Salad Days: Post ECB, BoJ and FOMC
Last week, against a lull in the global macro data calendar, we discussed the importance of what we referred to as “likely historically significant” upcoming DM central bank meetings…
Read More95: The Long & Short of the Week Ahead
Episode 95: Global Data Impact: US Employment, Eurozone GDP, and UK Rates in the Spotlight
Read More94: The Long & Short of the Week Ahead
Episode 94: A tale of three Central Banks
Read MoreFOMC, ECB, BoJ: From Peaks to Troughs?
Last week, we discussed the increasing signs of rebalancing of supply and demand and how this is likely increasingly consistent with our view that ‘disinflation will be notable through 2023 in its significance and persistence
Read MoreSupply 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
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