Long & Short
111: The Long & Short of the Week Ahead
Episode 111: Closing the Books on 2023: Global Markets Unveiled in the Year’s Final Financial Podcast
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Episode 110: A big week for data: Europe’s Rate Repricing, RBA’s Monetary Policy, and U.S. Labor Market in the Spotlight
Read MorePutting the Mince Pies on Hold?
Last week, we discussed what we saw as a continued evolution of the dominant themes that have been present for a number of weeks…
Read More109: The Long & Short of the Week Ahead
Episode 109: Global Growth Dynamics in Focus: PMI Data, Central Bank Speeches, and Key U.S. Reports Shape the Week Ahead
Read More2024: Time for Some New Kids on the FX Block?
Last week, we discussed the recent market reaction to the recent CPI miss in the US (from the October data) and our suggestion that this was an example of our rising view that the burden of proof has switched from the absence of slower growth…
Read More108: The Long & Short of the Week Ahead
Episode 108: Fed Minutes and Beyond: Unpacking the Latest Developments in U.S. Financial Markets
Read MoreStill Plenty to Play for in 2023?
Last week, we discussed what we saw as a continuation of the recent theme of completion of the global monetary tightening cycle…
Read More107: The Long & Short of the Week Ahead
Episode 107: A big week for data: UK Earnings, German ZEW, China’s Rebound, and US CPI Data
Read MoreWill Slowing Growth Knock the US off its Narrow Path?
Last week, we discussed the most recent iteration of US monetary policy following the November FOMC where they left rates unchanged at 5.25-5.50% as expected.
Read More106: The Long & Short of the Week Ahead
Episode 106: Market Sentiment Shifts: Dovish Central Banks, China’s Stabilization, and Growth Forecasts
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