So, having largely been right in our data assumptions, were we wrong to think the Fed should be ending rate increases?

Keith GrindlayFebruary 19, 2023Consumer, Federal Reserve, GDP, Inflation, oil, Producer Inflation, Property Markets, Rates, Shipping, SupplyChain, Trucking, unemployment, Volatility

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Tsunami of market positioning risks a wave of disappointment

Keith GrindlayFebruary 8, 2023bonds, Commodities, Consumer, Dollar, Equities, European Central Bank, EURUSD, Federal Reserve, fixed income, Food, GDP, germany, Inflation, oil, Producer Inflation, Property Markets, Retail Sales, Shipping, Trade, Trucking, UK, unemployment

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Mr Powell, you wanted higher unemployment……

Keith GrindlayJanuary 25, 2023bonds, Commodities, Consumer, Currencies, EURUSD, Federal Reserve, fixed income, Foreign Exchange, GDP, Inflation, Manufacturing, oil, Producer Inflation, Property Markets, Rates, Retail Sales, Trucking, unemployment, USD

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What good is production without consumers? Part one: USA

Keith GrindlayJanuary 3, 2023Biden, bonds, Commodities, Consumer, Credit, Currencies, Dollar, Federal Reserve, Inflation, Producer Inflation, Property Markets, Trucking, unemployment

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The peak in prices?

Keith GrindlayJuly 12, 2022Agriculture, Amazon, Commodities, Corn, Currencies, Federal Reserve, Food, India, Inflation, oil, Producer Inflation, Property Markets, Recession, Retail Sales, Shipping, Trade, Trucking, UK, United States, USD

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