The End of Season 10 of UJWOB
The End of Season 10 of UJWOB
Three central banks, three policy actions. Oooh, and SUPERCONDUCTOR HOPE!
28 Jul 2023
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14mins
Geek Week For Central Bank Watchers
Geek Week For Central Bank Watchers
Fed, ECB and BOJ. Central bankers are spoiling us.
24 Jul 2023
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9mins
Finally the Bank of England Catches a Break. Better UK Inflation Numbers.
Finally the Bank of England Catches a Break. Better UK Inflation Numbers.
And Chinese property bonds fall.
19 Jul 2023
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7mins
The Turning Point in the Battle Against Inflation? June’s CPI Cheers Bonds.
The Turning Point in the Battle Against Inflation? June’s CPI Cheers Bonds.
But bad news from the Chinese economy as GDP disappoints.
17 Jul 2023
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10mins
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Bank of England’s Financial Stability Report: Not As Bad As 2007?
Bank of England’s Financial Stability Report: Not As Bad As 2007?
The UK banking system is in a solid place. But look out for risks in pension funds, insurers and hedge funds around US T... Read more
12 Jul 2023
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12mins
New Weakness In Bond Markets. Monetary Policy Doesn’t Seem To Be Working.
New Weakness In Bond Markets. Monetary Policy Doesn’t Seem To Be Working.
Rocketing ADP employment data sends markets lower.
7 Jul 2023
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10mins
Don’t Fight The Fed. And UK Water Bonds In The Spotlight.
Don’t Fight The Fed. And UK Water Bonds In The Spotlight.
Thames Water is making the headlines as its CEO quits. Water bond prices fall.
30 Jun 2023
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11mins
The Russian Coup, Credit, and Harry Markowitz.
The Russian Coup, Credit, and Harry Markowitz.
The ruble weakens - but what actually happened this weekend? No answers here I’m afraid.
26 Jun 2023
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8mins
UK Inflation - Another Shocker. And China’s 2023 Growth Outlook Downgraded.
UK Inflation - Another Shocker. And China’s 2023 Growth Outlook Downgraded.
Core CPI in the UK is still rising.
21 Jun 2023
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9mins
Fed ‘skips’. Or is it a ‘pause’?
Fed ‘skips’. Or is it a ‘pause’?
Fed linguistic experts, assemble!
14 Jun 2023
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7mins
