Macro Research
Least Favourite Bond?
While market tensions are rising with the sell-off in bonds we maintain an optimistic growth outlook…
Read MoreFavourable Progress?
We continue to see the growth and yield differentials in favour of the US driving a lower EURUSD exchange rate…
Read MoreThree Little Birds?
The fiscal policy lever remains pressed firmly to the floor globally…
Read MoreNIRP – Not Imminent, Recovery in Progress?
The Bank of England’s Monetary Policy Report is something of a watershed…
Read MoreBlack Tie White Noise?
It would be remiss not to maintain a close eye on near-term market developments, but the macro backdrop remains positive…
Read MoreTurning Point?
This week has caught our eye from a central bank perspective…
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