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Category Archive

State of Play

Keith GrindlayNovember 6, 2020Bank of Japan, China, Currencies, Debt, Deflation, Dollar, Elections, Federal Reserve, Foreign Exchange, Inflation, Producer Inflation, Trade, Trucking, unemployment

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COVID – Changes at the top Strategy lessons learnt

Keith GrindlaySeptember 29, 2020Central Banks, China, Debt, Japan, Peoples Bank of China, Trade, Trump, UK, United States, USD, Volatility, vote

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The year that changed the world before the year that changed the world

Keith GrindlayJuly 20, 2020China, Elections, Equities, Federal Reserve, Peoples Bank of China, President, Risks, Trade, Trump, United States, USD, Xi Jinping

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MACRO THOUGHTS – END OF HALF YEAR REVIEW 2020

Keith GrindlayJuly 10, 2020Central Banks, China, Consumer, Currencies, Debt, Dollar, Emerging Markets, Equities, European Central Bank, Federal Reserve, fixed income, Food, Foreign Exchange, GDP, Inflation, macroeconomic, Peoples Bank of China, Risks, Trade, UK, unemployment, United States, USD, Volatility

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Brave New World or War of the Worlds?

Keith GrindlayMay 31, 2020Bank of England, Bank of Japan, bonds, Central Banks, China, Debt, Dollar, Equities, Europe, European Central Bank, Federal Reserve, fixed income, germany, India, Trade, unemployment, USD

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Recent Commentary

  • EU’S Chance to Shine
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  • Whether it is seen as liberation day or resentment day, nobody wins
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  • UK – CPI changes, ONS mistakes and a budget
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