Category Archive

Limited reaction in markets – so far

Keith GrindlayJanuary 8, 2020bonds, Central Banks, oil, Risks, United States, USD, Volatility

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20-20 Vision! Macro Thoughts’ End of Year Review and Expectations for 2020

Keith GrindlayJanuary 2, 2020Agriculture, Bank of England, Bank of Japan, bonds, Brexit, China, Commodities, Consumer, Debt, Dollar, Emerging Markets, Equities, European Central Bank, Federal Reserve, Food, GDP, germany, IMF, India, Inflation, Manufacturing, New Zealand, Peoples Bank of China, Reserve Bank of Australia, Trade, unemployment, USD, Volatility

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Risks that lurk below the surface?

Keith GrindlayDecember 5, 2019Agriculture, Amazon, bonds, Central Banks, China, Consumer, Currencies, Dollar, Equities, Europe, European Central Bank, Federal Reserve, Food, GDP, germany, India, Inflation, Manufacturing, Trade, United States, USD, Volatility

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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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The Fed to be on hold until the New Year

Keith GrindlayOctober 31, 2019bonds, Federal Reserve, Trucking, USD, Volatility

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