Blogs - central banks

Our blog page showcases our thought-leadership on key issues in economics, politics and markets. As independent analysts we have a voice in the public debate on these issues. The content on this page includes: blog posts, research notes and video content. To find out more about our research services and access to our team please Contact Us.

The Folly Of Inflation Targets

The Folly Of Inflation Targets

31 Oct 2019 - Charles Dumas

As part of our Global Fractures series, Charles Dumas, our Chief Economist, and Steven Blitz, our Chief US Economist, explain why monetary policy has failed to generate the desired levels of inflation. Inflation targets have become perverse and unachievable. This leaves fiscal policy as the only potent tool in the next slowdown.

#bond yields #Central Banks #Charles Dumas #Euro crisis #Fiscal policy #Global Fractures #Inflation #Interest rates #Monetary Policy #Populism #Steven Blitz #Trade War #wages

Central Bank Dethroning

Central Bank Dethroning

01 Jul 2019 - Christopher Granville

In Global Political Drivers published on 1st July, Christopher Granville offers a thought-leadership piece on the end of the era of DM central bank independence. He writes:

#BoE #Central Banks #Christopher Granville #ECB #Fed #Trade

Where we stand – our highest conviction views

Where we stand – our highest conviction views

02 Apr 2019 - Martin Shenfield
  • Global macro data to disappoint
  • Deflationary pressures rebuilding
  • Yield curve inversion will reinforce Central Banks’ s dovish response
  • EM equities due further consolidation/correction
#Central Banks #Emerging Markets #Equities #Fed #Martin Shenfield #Trade #Yield curve

The Dull 2018 Consensus

The Dull 2018 Consensus

12 Feb 2018 - Martin Shenfield

Equity markets are arguably getting a little frothy short term & some sort of consolidation would be healthy, but we re-iterate that we are not yet in a full scale bubble; although ultimately before the music stops we expect to have fully experienced on...

#Bubble #Central Banks #Dario Perkins #Equity Markets #Inflation #Yield curve



View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with


Track Record

We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.



To request an interview with a member of our team, please get in touch .



Client Login

Don't have an account? CREATE YOUR ACCOUNT