Developed Markets
DM Central Banks: A Change of Tune?
Last week, we discussed the ECB policy decision and the accompanying Governing Council narrative.
Read MoreTrouble with the Curve: Sunrise or Sunset?
Last week, we expanded upon our recent discussions on the US inflation trajectory and the resultant and extrapolated Fed policy narrative…
Read MoreFed Chair, Long View?
In our last piece, we discussed two main topics…
Read MoreGlobal Macro: Are the Winds Starting to Turn?
In our last piece, we discussed the recent divergence in DM central bank rhetoric…
Read MoreMacro Outlook: Sunny or Raining?
Last week, we discussed the most recent monetary policy decisions from the ECB, Federal Reserve, and the Bank of England…
Read MoreEnd of an Era for DM Central Banks?
Two weeks ago, we discussed the upcoming Bank of England Meeting where we offered our view that the decision on rates at the September meeting would be a very close call.
Read MoreECB and BoE: The Shape of the Yield Curve
Last week, we discussed the UK economic data trajectory in the context of the fast-approaching September Bank of England policy meeting.
Read MoreA Pause from the Old Lady? Some Might Say
Last week, we recapped some of the important developments or events through the summer period
Read MoreHigh US Yields Not Likely Reflecting Sticky Inflation
In this note, we focus on the period in the mid-1970s between the two oil price and US inflation spikes.
Read MoreEconomic Momentum: Growth is the New Inflation
In our last piece, prior to the brief summer interlude, we discussed the composition and market reaction to the US inflation reading for July…
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