Long & Short
UK data back on the radar as markets wait for US CPI & the ECB
Episode 136: In this week’s Podcast, 1) Volatility and Market Sentiment, 2) UK Economic Outlook and Data, 3) U.S. Focus and CPI Expectations
Read MoreA big week for data across emerging markets
Episode 134: This week it’s (still) all about Emerging markets…
Read MoreAn Emerging Markets takeover week
Episode 134: This week it’s all about Emerging markets…
Read MoreAn intense week ahead
Episode 133: In this week’s Podcast, 1) Recent Market Volatility and Forward-Looking Implications, 2) European Data and Sentiment, 3) Broader…
Read MoreA complex week for global data
Episode 132: In this week’s Podcast, 1) Central Banks in Focus, 2) Equity Markets & Earnings Season, 3) The Fed & U.S. Markets
Read MorePolicy shifts & Volatility
Episode 132: In this week’s Podcast, 1) Central Banks in Focus, 2) Equity Markets & Earnings Season, 3) The Fed & U.S. Markets
Read MoreThe Puzzle: Short-Term Volatility But Clarity Around the Medium-Term Path?
In our last piece, we discussed the evolution of activity in the real economy, both in the UK following the most recent (arguably dovish) MPC…
Read MoreThe Bank of England & US Data
Episode 131: In this week’s Podcast, 1) Volatility in financial markets, 2) Bank of England’s upcoming meeting, 3) Key US economic data releases
Read MoreRates, Inflation, and Market Volatility
Episode 130: It’s a huge week for politics, a tricky week for central bank policy and a complex week for macro markets.
Read MoreUS Growth and Inflation Paths Make Confidence a Preference
In our last piece, we discussed the evolution of activity in the real economy, both in the UK following the most recent (arguably dovish) MPC…
Read More