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Where curves cross
Inflation and the most recent COVID wave might be near to their peaks.
Beware the sirens’ call
The decision to put cash into markets this year depends on when investors think the interest rate cycle is properly priced.
Ouch and happy holidays
The central banks are coming.
Follow the curves
This week the UK government announced measures that tip the country slightly back in the direction of lockdown in response to the threat posed by high existing levels of COVID-19 infections
More Jabs needed
Inflation and Omicron pose major concerns for investors and policy makers as 2021 draws to a close.
Mind the gap
The gap between realised inflation and the contemporaneous level of bond yields has never been higher
Six and out?
Inflation dominates the investment backdrop but we have been reminded this week that COVID can still play a role in how the macro outlook unfolds.
Everything’s going green
The world is probably not on track yet to preventing global temperatures rising by more than 1.5oC above pre-industrial levels.
Rate expectations shot up in October. We may get a small rate rise in the UK this week.