Central banks (77)

Market volatility: What does it mean for investors?
Investment strategy

Market volatility: What does it mean for investors?

With the Fed in aggressive tightening mode, we look at the implications for equities, credit and...

By Ben Bennett

27 Jan 2022

3 min read

Omicronomics: the central bank response to the mutating virus
Christopher Jeffery
Economics

Omicronomics: the central bank response to the mutating virus

If investors were hoping for an early visit from Santa, they are likely to have been disappointed...
By Christopher Jeffery
17 Dec 2021
4 min read
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
Christopher Teschmacher
Investment strategy

Growing pains, roaring 20s, or stagflation? Revisiting our scenarios

With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
By Christopher Teschmacher
19 Nov 2021
4 min read
Bond investors at sixes and sevens on inflation
Christopher Jeffery
Fixed income

Bond investors at sixes and sevens on inflation

US inflation is at a 30-year peak, but some popular bets on what yield curves (and the Federal...
By Christopher Jeffery
17 Nov 2021
3 min read
2022 questions: expected inflation, unexpected implications
Fixed income

2022 questions: expected inflation, unexpected implications

Everyone seems to agree rates will need to go up. Few have confidence about how high. And there’s...

By Alex Mack

09 Nov 2021

6 min read

Central banks: It ain’t what you don’t know that gets you in
Alex Mack
Fixed income

Central banks: It ain’t what you don’t know that gets you in

…It’s what you know for sure that just ain’t so  
By Alex Mack
05 Nov 2021
4 min read
Bank of England decision: analysis from our experts
Investment strategy

Bank of England decision: analysis from our experts

What do our investment teams make of the Bank of England’s decision not to raise interest rates?  
By James CarrickAlex MackMitul Patel
04 Nov 2021
4 min read
From the new normal to the new Norman
Christopher Jeffery
Fixed income

From the new normal to the new Norman

Inflation fighting is back. Is unemployment set to spike as a result? From the pound’s exchange...
By Christopher Jeffery
28 Oct 2021
7 min read