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The 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 More69: The Long & Short of the Week Ahead
Episode 69: Inflation and the US Dollar
Read MoreEpisode 22: The Long & Short of the Week Ahead
Episode 22: Central Bank divergence, politics, geopolitics and US payroll data – join Neil Staines, Senior Portfolio Manager…
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