Uncategorized
Gold: Powered by Structural Divestment from Fiat Monies
The surge in gold prices is not just about gold. In their latest note, Stephen Jen and Joana Freire argue that the rally reflects structural forces:
Read MoreThe Fed’s Record on Inflation Control: Not Great
How should the Fed’s performance be judged? In their latest note, Stephen Jen and Joana Freire argue that inflation control offers a clear benchmark
Read MoreThe Puzzle: Short-Term Volatility But Clarity Around the Medium-Term Path?
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 More119: The Long & Short of the Week Ahead
Episode 118: Hosts Matt Jones and Neil Staines discuss of a range of macroeconomic themes for the upcoming week…
Read More114: The Long & Short of the Week Ahead
Episode 114: Hosts Matt Jones and Neil Staines discuss of a range of macroeconomic themes for the upcoming week. They review last
Read More112: The Long & Short of the Week Ahead
Episode 111: Closing the Books on 2023: Global Markets Unveiled in the Year’s Final Financial Podcast
Read MoreGlobal Macro and the Debt Ceiling: Figure It Out?
In our last piece, we discussed the recent central bank actions and rhetoric from the ECB, BoE and Federal Reserve…
Read More87: The Long & Short of the Week Ahead
Episode 87: Global PMI Data, UK Inflation Drop, FOMC Minutes – Implications for Growth, Rates & Policy
Read MoreEurope’s Gas Strategy: So Far So Good
A year ago, Russia’s gas embargo seemed like an insurmountable challenge for Europe.
Read More79 : The Long & Short of the Week Ahead
Episode 79: Markets brace for key data and policy decisions impacting interest rates, growth, and currency paths worldwide
Read More