20 April 2018
In considering what drives breakeven inflation (BEI) rates, mostly the gap between the yield on 10-year US Treasury inflation-protected securities […]
18 April 2018
In March, Britain and the EU reached a milestone agreement in their Brexit negotiations, but the road to a sensible […]
16 April 2018
A roadmap for protectionism – the elevator and the staircase We assess the risks of a full-blown global trade war […]
09 April 2018
Andrew Craig, Head of Financial Market Analysis & Publications, presents our monthly market overview for March 2018: If you are […]
29 March 2018
Financial markets have experienced another bout of volatility, this time related to an escalation in protectionism involving the US and […]
26 March 2018
President Trump signed an executive memorandum on Thursday, 22 March, instructing the US Trade Representative (USTR) to consider imposing tariff […]
21 March 2018
Long after the election of Donald Trump as President of the United States, the risk of trade protectionism and trade […]
19 March 2018
The ECB’s very gradual edging toward an unwinding of its bond-buying programme continues at a slow pace. Here’s a short […]
12 March 2018
If you think President Trump’s tariffs on steel and aluminium imports are aimed at tackling the imbalance in Sino-US trade, […]
07 March 2018
Andrew Craig, Head of Financial Market Analysis & Publications, presents our monthly market overview for February 2018: If you are […]
07 March 2018
From a US perspective, the potential for tensions over Sino-US trade looks real. Late 2017 saw the release of US […]
06 March 2018
Equity markets correct in February Equity markets recorded steep declines in several consecutive trading sessions, before beginning to recover erratically […]
06 March 2018
A few surprises, but wait-and-see dominates for now The inconclusive results of the elections in Italy on 4 March have […]
28 February 2018
The US dollar is currently down by nearly 10% on a nominal, trade-weighted basis since the end of 2016, which […]
26 February 2018
On 1 March, Jerome Powell of the US Federal Reserve will appear before the Senate Banking Committee and as the new […]
23 February 2018
The recent equity market sell-off is believed to have been triggered, or at least exacerbated, by the high degree of […]
10 February 2018
Rising inflation expectations and the prospect of continued, and possibly accelerated, monetary policy tightening by the Federal Reserve have pushed […]
09 February 2018
In equity markets, despite a difficult end to the month, which saw a surge in volatility to its highest level […]
