Research led insights

Policy Tightening Salad Days: Post ECB, BoJ and FOMC

95: The Long & Short of the Week Ahead

Episode 95: Global Data Impact: US Employment, Eurozone GDP, and UK Rates in the Spotlight

94: The Long & Short of the Week Ahead

Episode 94: A tale of three Central Banks

FOMC, ECB, BoJ: From Peaks to Troughs?

Last week, we discussed the increasing signs of rebalancing of supply and demand and how this is likely increasingly consistent with our view that ‘

Supply Chains, Inflation and Policy Rates: Back to the Ordinary?

Last week, we discussed the evolution of our views on the DM growth and inflation backdrop in the context of Fed policy...

Shelter Inflation Elevated Due in Part to the Fed

US headline inflation has fallen as sharply as it had risen, but core inflation has been stubbornly sticky on the downside for the past six months

Payrolls and the Policy Rate: Are Jobs Telling the Whole Story?

In our last piece, we discussed what we see as rising disparity between the DM monetary stance and the underlying strength and or stability of domesti

93: The Long & Short of the Week Ahead

Episode 93: Unraveling the Complexities of Financial Markets: A Deep Dive into Recent Volatility and Anticipated Focal Points

Emerging Markets H2 Roadmap 2023

We remain convinced that it is a watershed moment for the asset class.

92: The Long & Short of the Week Ahead

Episode 92: Shifting focus from Inflation to Growth