Macro Research
The Calm After the Storm?
This week’s blog could well have been called ‘Reaction, Reaction, Reaction’…
Read MoreEpisode 26: The Long & Short of the Week Ahead
Episode 26: It’s Halloween, and markets are spooked by inflation. The Reserve Bank of Australia, the Bank of England, The Fed and US Payrolls…
Read MoreInflation, Inflation, Inflation?
The ECB President was clear this week that the three drivers of higher near-term inflation would “fade out”…
Read MoreEpisode 25: The Long & Short of the Week Ahead
Episode 25: The UK budget, the ECB October meeting, Eurozone CPI and US PCE – join Neil Staines, Senior Portfolio Manager…
Read MoreEmerging Markets – Removals & Resignations
It really is quite tricky for market participants in our asset class at the moment; not only are we faced with…
Read MoreAnd Then There Were None?
The complexities of the current global macro backdrop are starting to seem more than transient…
Read MoreEpisode 24: The Long & Short of the Week Ahead
Episode 24: China Q3 GDP and retail sales data, the UK and GBP, and global PMIs – join Neil Staines, Senior Portfolio Manager…
Read MoreDivergent Complexities?
Often when we refer to things as complex, it is because we do not fully understand them…
Read MoreEpisode 23: The Long & Short of the Week Ahead
Episode 23: The Bank of England, UK employment report, US CPI, Fed Minutes, and the ECB – join Neil Staines, Senior Portfolio Manager…
Read MoreHard Yards and Difficult Choices?
Step forward, the Bank of England…
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