Caroline Grady is Head of Emerging Markets Research at Macro Hive. Formerly, she was a Senior EM Economist at Deutsche Bank and a Leader Writer at the Financial Times.
Meet Caroline Grady
Recent Articles
Emerging Markets | Europe | UK | US
Key Events: Hawkish Fed Risks
5 researchers
We are updating our key events report. From now on, you will receive a short document to prepare you for the week ahead. This new form focuses on a curated list of data/events, as well as key central bank meetings and market views across G10 and EM. Key Events G10 In the US, there are […]
Key Events: Fed in ‘No Rush to Cut Rates’
4 researchers
Skip to: US, Rest of G10, EM US With Dominique away this week, Antonio Del Favero covers the key US data for the coming days. Summary No Fed speakers next week as we enter the blackout period pre-FOMC (1 May). As expected, Fed speakers reacted to the third hot inflation print, confirming ‘no rush to […]
Key Events: Inflation No Longer Just a ‘Bump in the Road’
5 researchers
Skip to: US, Europe, Rest of G10, EM US With Dominique away, this week’s US section is covered by Macro Hive strategist Antonio Del Favero. Summary Inflation is no longer consistent with a June cut. I expect that only a recession can push inflation back down to target and below. Fed speakers will give their […]
Key Events: Could the BoE Add Dot Plots?
5 researchers
Skip to: US, Europe, Rest of G10, EM US Summary March CPI and PPI are likely to be consistent with a June cut. Fed speakers will give their take on yet another bumper NFP. Market Implications I still expect the Fed to start cutting in June. Fed This week Chair Powell stated that ‘the recent […]