Global Macro
Does the Russian Invasion Alter Central Bank Reaction Functions?
This week Neil delves into Russia, Bank of England and the Central Bank…
Read MoreHas Growth Been Forgotten About in the Inflation Debate?
Our latest article asks, has growth been forgotten about in the inflation debate?
Read MoreAll About Growth…And Credit?
From inflation, inflation, inflation to inflation, growth, credit…
Read MoreA Bird in the Hand is worth Two in the Forward Volatility Smile?
There is an old English saying, that ‘a bird in the hand is worth two in the bush’…
Read MoreA Change of Direction?
This week has been a very interesting week in many respects…
Read MoreAs You Were?
Another week into the New Year, and the market debate about the USD conundrum continues…
Read MoreIf You’re Not Early You’re (L)AIT?
In his first post of 2022, Neil focuses on the FOMC meeting, the Fed and unemployment …
Read MoreIn the Words of Some?
In his last post of 2021, Neil turns to the Bank of England, Federal Reserve and…
Read MoreToo Hot or Too Cold?
Ultimately, we see the ECB, BoE and BoJ as the three bears…
Read MoreChina’s Fictional Growth
Extract from our “China’s Fictional Growth” research paper, published 22nd November 2021…
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