Long & Short
83 : The Long & Short of the Week Ahead
Episode 83: How Will This Week’s UK Data Release Affect the Balance of Inflation and Growth Risks in Financial Markets?Read More
What is the New ‘Sufficiently Restrictive’?
Last week, we discussed the RBA rate decision, the recent commentary from Bank of England…Read More
Central Banks at Easter: A Time for Reflection?
While it remains unclear what the magnitude of the banking sector concerns will be on the real economy, it is clear that the seriousness of the issue likely leads to a new wave of bank or asset regulation…Read More
Absolute, Not Relative: Are Markets Missing the Wood for the Trees?
Last week we discussed the continued focus of Developed Market Central Banks on the prospect of continued above trend or ‘sticky’ inflation…Read More
82 : The Long & Short of the Week Ahead
81 : The Long & Short of the Week Ahead
Episode 81: Navigating Market Volatility: Rate Hikes, Liquidity, and Central Bank ReactionsRead More
Joining the ‘Dots’: Credit Tightening and the Monetary Cadence
Last week we discussed the evolution of the monetary impulse in developed markets this year.Read More
80 : The Long & Short of the Week Ahead
Banking Stress Brings Inflation and Growth Risks Back into Balance
We are now increasingly of the view that the ECB, Fed, BoE, BoC, RBA and SNB have reached the end of their respective policy hiking cycles…Read More
79 : The Long & Short of the Week Ahead
Episode 79: Markets brace for key data and policy decisions impacting interest rates, growth, and currency paths worldwideRead More