Long & Short
Disinflation: A volatile Journey?
Last week, we discussed the broader similarities and evolutions of DM central bank policy narratives. We argued that, while the vast majority of the most recent DM central bank communications were dovish, the reaction function to continued disinflation remains one of caution
Read More115: The Long & Short of the Week Ahead
Episode 115: Hosts Matt Jones and Neil Staines discuss of a range of macroeconomic themes for the upcoming week. Navigating the Next Week: Global Trends and Central Bank Minutes
Read More114: The Long & Short of the Week Ahead
Episode 114: Hosts Matt Jones and Neil Staines discuss of a range of macroeconomic themes for the upcoming week. They review last
Read MoreInflation: Upside Risks or Flying Without Wings?
Perhaps the defining sentence in the Fed statement was, “The committee does not expect it will be appropriate to reduce the target range until it has gained…
Read More113: 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 …
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