19 October 2023
2024: The Year Of The Yen
Global growth has firmed over the past few months, with US consumption remaining resilient, Chinese activity data surprising on the upside, and tentative signs of hope emerging from the latest ZEW...
14 September 2023
Currencies And Commodities: Hedging Upside Risks
ECB President Christine Lagarde highlighted how much upside in commodity prices was a risk to both their economic growth and inflation projections. Commodity supply has become a far more important...
19 June 2023
The ECB and BoJ Diverge: Implications For Markets
Last week was a busy one for the major central banks in the G10. We have already discussed the bond and FX implications of the Fed’s “hawkish hold” in a previous Insight . In this new Insight, we...
