Long & Short
US 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…
Read MoreVolatile Markets, Singular Focus?
Last week, we discussed the evolution of the US data, emphasising our view that the US economy is not as strong as it seems…
Read MoreThe ECB rate cut, Fed projections & the BOE
Episode 129: This week we discuss the first ECB rate cut since 2019…
Read MoreECB and the Fed: The First Cut is the Weakest?
Last week, we discussed a number of factors, from the concentration of elections in EM (India, S, Africa and Mexico) and the significance of the data releases this week…
Read MoreA big week for the US, ECB & Global Economy
Episode 129: This week we discuss a big week for the US, ECB & Global Economy…
Read MoreCan growth disappointment unlock volatility?
Last week, we discussed the announcement of the UK General Election and how political uncertainty…
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