Macro Research
Why is the CHF so Strong? A Balance Sheet Explanation
Extract from our “Why is the CHF so Strong? A Balance Sheet Explanation” research paper, published 18th February 2021…
Read MoreEpisode 16: The Long & Short of the Week Ahead
Episode 16: Neil Staines looks ahead to the China’s trade data print, US inflation and UK GDP…
Read MoreBanking on the Recovery?
Despite the unseasonably inclement weather in the UK over recent weeks, there is a distinct…
Read MoreEmerging Markets = China + EM ex China
We find the term ‘EM’ increasingly problematic, because of the stark divergence…
Read MoreEpisode 15: The Long & Short of the Week Ahead
Episode 15: Neil Staines, Senior Portfolio Manager, looks ahead to the upcoming Bank of England…
Read MoreSummertime?
The Old adage ‘Sell in May and go away’ may well have some historic seasonal backing, but the signal to noise ratio…
Read MoreA New Journey?
This week has been an interesting one. It began with a near concerted lack of confidence in global growth…
Read MoreEpisode 14: The Long & Short of the Week Ahead
Episode 14: Amidst market fears of slowing growth, Neil Staines looks ahead to the FOMC meeting and GDP prints for the US and Europe….
Read MoreChinese RMB’s International Currency Status
Extract from our “Chinese RMB’s International Currency Status” research paper, published 20th May 2021…
Read MoreEpisode 13: The Long & Short of the Week Ahead
Episode 13: From the Reserve Bank of Australia, Bank of Japan and ECB monetary policy to global PMIs and UK retail sales, join Neil Staines…
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