Category Archive

The economic soap opera of 2025

Keith GrindlayDecember 29, 2024China, Credit, Debt, Foreign Exchange, Membership, Peoples Bank of China, USD, Volatility

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The example of Brexit is that when politics get in the way of economics, nobody wins

Keith GrindlayNovember 21, 2024China, Consumer, Emerging Markets, Equities, Europe, Manufacturing, Peoples Bank of China, President, Trade, Trump

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When opposites attract

Keith GrindlayNovember 4, 2024Balance Sheet, Bank of England, bonds, Consumer, Currencies, Emerging Markets, Energy, Equities, European Central Bank, EURUSD, Federal Reserve, Foreign Exchange, GBPUSD, GDP, germany, IMF, India, Inflation, ISM, Peoples Bank of China, Trucking, Trump, UK

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Making macro-based decisions is as difficult now as it can be, but not impossible

Keith GrindlayOctober 7, 2024Bank of England, China, Commodities, Consumer, Federal Reserve, fixed income, Foreign Exchange, Inflation, oil, Peoples Bank of China, Rates, unemployment, USD, Volatility

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China and the US ease policies; what does this mean for markets?

Keith GrindlaySeptember 29, 2024China, Federal Reserve, Peoples Bank of China, UK

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