Long & Short
Are The Balance of Risks Starting to Change for Rates, Risk and the USD?
Indeed, a sharp decline in inflation with rates in restrictive territory opens the prospects for a short 3, or in other words rate cuts…
Read More64: The Long & Short of the Week Ahead
Episode 64: A significant week for global monetary policy
Read MoreIs Tightening Easing Globally?
Rate hikes (and ultimately rates) increasingly appear to be peaking. With that so too should the USD…
Read MoreGBP Crisis, or Communication Error?
No sooner had we pressed ‘publish’ on our thoughts for last week, than the landscape changed once more…
Read MoreHas The Fed Mark-to-Market Delivered?
In eventuality, the Fed ‘out hawked the hawks’, or marked the dots to market…
Read MoreEnergy, Inflation and The (Very) Big Short!
We continue to see a soft landing as a likely outcome (although there are clearly risks in both directions – growth and inflation) and recent market reactions as oscillations around its glide path…
Read More63: The Long & Short of the Week Ahead
Episode 63: It’s all about Central Banks
Read More62: The Long & Short of the Week Ahead
Episode 62: Inflation, economic data and a time to reflect
Read MoreMonetary Policy Formula for Success
We continue to see a soft landing as a likely outcome (although there are clearly risks in both directions – growth and inflation) and recent market reactions as oscillations around its glide path…
Read More61: The Long & Short of the Week Ahead
Episode 61: Neil talks about the EBC
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