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Category Archive

Do current market assumptions need to be challenged?

Keith GrindlayNovember 7, 2019Bank of England, bonds, Central Banks, Consumer, Dollar, Equities, European Central Bank, Federal Reserve, Food, GDP, germany, Producer Inflation, Trade, USD, Volatility

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Return of the BUBA, Empire strikes back

Keith GrindlayOctober 26, 2019Bank of England, Bank of Japan, Central Banks, Emerging Markets, European Central Bank, Federal Reserve, germany, Trade, USD

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Brexit Deal Could Lead to Negative Interest Rates in the UK

Keith GrindlaySeptember 26, 2019Bank of England, Brexit, Currencies, Deflation, Europe, European Central Bank, fixed income, France, GDP, germany, Manufacturing, Risks, Trade, UK, USD, Volatility

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New faces, same old economic theories and same old policies – Central banks raise the risks again

Keith GrindlaySeptember 21, 2019Bank of England, Bank of Japan, Central Banks, China, Emerging Markets, European Central Bank, Federal Reserve, fixed income, germany, Inflation, Manufacturing, Peoples Bank of China, Volatility

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Were we too quick to lower our global growth expectations?

Keith GrindlayJuly 23, 2019Amazon, Bank of England, Bank of Japan, bonds, China, Currencies, Debt, election, Emerging Markets, Europe, Federal Reserve, GDP, IMF, Inflation, Manufacturing, New Zealand, Peoples Bank of China, President, Reserve Bank of Australia, Tax, Trade, UK, USD, Volatility

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Recent Commentary

  • Risks that lurk below the surface?
  • The strength of the US consumer is about to be tested
  • Tariffs? – Food price volatility increasing the risks of a China crisis
  • Do current market assumptions need to be challenged?
  • The US Consumer, The Fed, ISM, GDP and Unemployment
  • The Fed to be on hold until the New Year
  • Return of the BUBA, Empire strikes back
  • Bond yields rise – so have risks?
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