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.



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

Recent...

#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

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We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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