Long & Short

Last week, we discussed the latest round of central bank meetings from the Federal Reserve, ECB, and Bank of Japan…

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…

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

Last week, we discussed the evolution of our views on the DM growth and inflation backdrop in the context of Fed policy…

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.