Long & Short
A complex week for global data
Episode 132: In this week’s Podcast, 1) Central Banks in Focus, 2) Equity Markets & Earnings Season, 3) The Fed & U.S. Markets
Read MorePolicy shifts & Volatility
Episode 132: In this week’s Podcast, 1) Central Banks in Focus, 2) Equity Markets & Earnings Season, 3) The Fed & U.S. Markets
Read MoreThe Puzzle: Short-Term Volatility But Clarity Around the Medium-Term Path?
In our last piece, we discussed the evolution of activity in the real economy, both in the UK following the most recent (arguably dovish) MPC…
Read MoreThe Bank of England & US Data
Episode 131: In this week’s Podcast, 1) Volatility in financial markets, 2) Bank of England’s upcoming meeting, 3) Key US economic data releases
Read MoreRates, Inflation, and Market Volatility
Episode 130: It’s a huge week for politics, a tricky week for central bank policy and a complex week for macro markets.
Read MoreUS Growth and Inflation Paths Make Confidence a Preference
In our last piece, we discussed the evolution of activity in the real economy, both in the UK following the most recent (arguably dovish) MPC…
Read MoreAre US Rate Cuts Just Round the Corner?
Last week, we discussed the most recent monetary update from the Bank of England. The MPC voted to leave rates unchanged at 5.25%…
Read MoreJobs week, Data & Politics: A preview
Episode 131: It’s ‘Jobs week’, the UK General Election and economic data releases…
Read MorePolitics + Policy + Markets = Complexity
Episode 130: It’s a huge week for politics, a tricky week for central bank policy and a complex week for macro markets.
Read MoreBank of England: B of the Bang for UK rate cuts?
Last week, we discussed the recent important macro developments in the US, from the employment report and JOLTS, to the June FOMC…
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