While global inflationary expectations have moderated as a risk-on mindset has gained momentum following the French Presidential first round vote, actual inflation is surprising to the...
Market expectations for the Fed’s interest rate trajectory are now in line with the central bank’s ‘dot plot’, after being in sharp divergence in recent years....
The Renminbi is being manipulated, but Trump has it wrong: Chinese policymakers are helping stabilise the currency. The Renminbi is one of the least volatile global...
The Supreme Court has upheld the High Court’s decision that requires the UK Parliament to vote to trigger Article 50 in order to invoke the two-year...
Commodity ETP Weekly – The Fed rate hike looms large for commodities Precious metal basket inflows hit 8-month high as FOMC meeting looms. Divergent oil flows...
US Dollar setback after the FOMC, followed by rebound. We expect the Fed will raise rates at its December meeting (on Wednesday), but the tone of...
Co-author: Martin Arnold – FX & Macro Strategist The ECB: To infinity and beyond? We believe the ECB decision to extend its Asset Purchase Programme (APP)...
The UK Treasury is set to miss its budget target again in 2016/17 and has no intention to return the budget to balance during this parliament....
It is highly unlikely that President Elect Trump will officially deem China a currency manipulator when he takes office in 2017. China is a currency manipulator,...
The Trump Presidency makes the chance of a rate rise in the US more likely. Unlike Brexit, the election of Trump as the US President creates...
