Long & Short
Jackson Hole: Game Changer or an Oscillation on the Same Glide Path?
Overall, the ECB developments were broadly as expected and, from our perspective, likely enough to stabilise the EUR…
Read More60: The Long & Short of the Week Ahead
Episode 60: Neil discusses what is next for the 3 engines of global growth?
Read MoreHas the July CPI Print Widened The Path to a Soft Landing?
it is not the UK that dominates the debate this week, but the US. And for the Federal Reserve System (Fed), the issue of communication remains at the fore…
Read More59: The Long & Short of the Week Ahead
Episode 59: Neil takes a look at next week’s data releases from the Bank of England, China and…
Read MoreNevermind May, August MPR Forecasts Paint a Bleak Picture: Exaggeration or Disaster?
In the near term, UK growth is a lot further away from its respective nirvana, perhaps it really is less dangerous “with the lights out”, for a while at least!
Read MoreEpisode 58: The Long & Short of the Week Ahead
Episode 58: Will the US see light at the end of the inflation tunnel?
Read MoreEpisode 57: The Long & Short of the Week Ahead
Episode 57: This week, Neil Staines discusses the Bank of England, US data and China…
Read MoreHave Neutral Rates Set Up A Clash Between The Markets And The Fed?
This week we ask, have neutral rates set up a clash between the markets and the Fed?
Read MoreIs It The End Of The NIRP As We Know It?
Perhaps the EUR vs. USD arguments have simply been lost in the acronyms from Miami to Ibiza?
Read MoreEUR: Will the Parity Party be Short Lived?
Last week we discussed the evolving financial market backdrop, as the focus continues to shift away from inflation and towards the implications of prices …
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