Macro Research
Has the Fed tightening cycle been fully priced by markets?
The Long & Short of the Week ahead: Has the Fed tightening cycle been fully priced by markets?
Read MoreEpisode 34: The Long & Short of the Week Ahead
Episode 34: Inflation, growth and geopolitics
Read MoreEpisode 33: The Long & Short of the Week Ahead
Episode 33: United Kingdom economic data, Europe and the United States
Read MoreIf You’re Not Early You’re (L)AIT?
In his first post of 2022, Neil focuses on the FOMC meeting, the Fed and unemployment …
Read MoreIn the Words of Some?
In his last post of 2021, Neil turns to the Bank of England, Federal Reserve and…
Read MoreEpisode 32: The Long & Short of the Week Ahead
Episode 32: A big week for Central Banks…
Read MoreToo Hot or Too Cold?
Ultimately, we see the ECB, BoE and BoJ as the three bears…
Read MoreChina’s Fictional Growth
Extract from our “China’s Fictional Growth” research paper, published 22nd November 2021…
Read MoreEpisode 31: The Long & Short of the Week Ahead
Episode 31: Omicron & the Federal Reserve
Read MoreTransitory Retirement?
There have been two significant developments since last week…
Read More