Currencies
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
Read MorePayrolls 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 domestic demand.
Read MoreChange is Afoot: Are Central Banks Losing Contact?
In our last piece, we focussed our discussion on the UK and the Bank of England
Read MoreA Dollar Avalanche Building in China
Chinese corporates continue to hoard dollars.
Read MoreThe Fed, The BoE and the Market: Plus Ca Change?
In our last piece, we discussed the most recent FOMC meeting.
Read MorePause for Thought: Global Monetary Divergence?
In our last piece, we outlined a more granular description of our views on the US macroeconomic trajectory.
Read MorePeak FFR: A Compromising Situation?
In our last piece, we discussed the added complication of US debt ceiling negotiations on the evolving global macro backdrop.
Read MoreUS Debt Ceiling and Financial Markets: Risk off or Just a Familiar Dance?
In our last piece, we discussed the most recent developments in the inputs and official commentary on central bank monetary policy…
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 MoreA Significant Watershed for DM Rates: End of the Road?
In our last piece, we discussed our views of the impact of credit concerns in the (small) banking sector and how they appeared to differ from central market expectations…
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