Aug 19, 20231 minWeekly Talking Points - Fed watchers sifting through the tea leavesOur round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at major market...
Aug 17, 20234 minChina's slowdown - Implications for the WestLast week I argued that China is set for continuing slow growth but probably no crisis. Data this week on industrial production, retail...
Aug 14, 20231 minFocus - Currency Matters August 2023Markets are trying to price in 'peak rate' risk for major central banks. The USD has picked up over the last few weeks and the risk is...