The Fed’s Upcoming Blunder (4 min read)

By Phil Suttle | July 18, 2019

What a difference seven months makes. At the end of November 2018, financial markets priced

Global Investors Shun US Equities (2 min read)

By Bilal Hafeez | July 18, 2019

One of the most remarkable features of the post-2008 financial market regime has been the

Political Turbulence To Keep Pound Down (2 min read)

By Bilal Hafeez | July 17, 2019

The pound has had a torrid time over the past three months. It’s been the

England Finally Win the World Cup – Pound To Rally? (1 min read)

By Bilal Hafeez | July 15, 2019

Football in 1966, rugby in 2003, and now cricket in 2019: at last England can

The Real Meaning of Deutsche Bank’s Decline (3 min read)

By Bilal Hafeez | July 11, 2019

Having worked at Deutsche Bank for many years, I’m always tuned in to stories on

Big Tech Fraud Alert (4 min read)

By John Tierney | July 10, 2019

When it comes to Facebook, Amazon, Apple, Netflix, Google, and Microsoft – or the FAANG+M

Should Central Bankers Follow the Two-Century Inflation Target? (2 min read)

By Bilal Hafeez | July 10, 2019

This year, headline inflation has averaged 1.7% in the US, 1.4% in the Euro-area, and

The Struggle To Overcome Pension Deficits (3 min read)

By Jason Simpson | July 4, 2019

Pity those poor pension fund trustees. This past week has seen the 10y gilt yield

Dollar Weakness To Help EM FX (3 min read)

By Henrik Gullberg | July 4, 2019

It may be too soon to tell whether the dollar index breaking below its 200-day

What Investors Are Thinking: The June Scan (3 min read)

By Bilal Hafeez | July 3, 2019

The top story of June was easily the Fed pivot to dovishness. It outshone even

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