Search results for 'volatility'

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Chinese takeaway
Somewhat higher inflation projections, at a time of downgraded growth forecasts, paint a sombre picture for European prospects in the months ahead.
The boy who cried wolf
A political fable is playing out on Capitol Hill.
Intervention time?
Ongoing developments in Japan have been the key focus for investors this week, with renewed pressure on the yen ahead of today’s BoJ policy meeting.
Coronation (versus) chicken
The bunting is going up in the UK, but it’s a little more tense in Washington….
Rate cut hopes get eclipsed by the data
Meetings with policymakers in Washington this week have underlined the resilience of US growth, with little discussion of the economy slowing at all.
Gilt yields speed past ‘Nutbush City Limits’
We’re humming iconic rock anthems while we play the waiting game….
Little to prompt early policy changes
We retain a cautious view from a macro perspective, on the basis that markets seems to be relatively complacent in fully discounting a soft landing.
Bear market - or just a fake?
The last couple of weeks have witnessed some interesting macro developments, which may have caught the investing consensus offside.
Running hot
We continue to challenge a narrative that monetary policy travels up the stairs but down the elevator.
The greatest party that never happened?
Policy is in a data-dependent mode, and there remains sufficient uncertainty with respect to the growth as well as the inflation narrative.