In a speech, the Fed's Waller outlined 5 factors that played a role in causing the demand for safe, liquid assets to grow faster than the...

RESEARCH CONTENT Individual summaries of data and charts for US CPI UK CPI Japan CPI AUD CPI CAD CPI EUR CPI SEK CPI Each chart pack...

RESEARCH CONTENT A comprehensive research report on the macroeconomic situation in Sweden, which has one of the most indebted private...

RESEARCH CONTENT Updated in-depth analysis on macroeconomic trends in Australia, together with a summary of interesting investment themes...

Monthly report on following issues researched in April: Macroeconomics - Public and Private Sector Debt Trends: Opposite Dynamics -...

REPORT CONTENT AND CONCLUSION: Japan is in a debt trap and the BoJ’s choice has been to part finance the large deficits, at the expense...

RESEARCH CONTENT Report summarising the important base effects driving the Core inflation rate lower, whjich should persist for the...

RESEARCH Content Report demonstrates that Rental inflation has an important impact on the AUD, CAD, UK, US, SEK and NOK inflation...

RESEARCH CONTENT Recent Grey Fire Horse research has highlighted that current cross market interest rate differential price action would...

RESEARCH CONTENT Comprehensive monthly review covering the following topics: Macro - Private Sector Debt Dynamics: a headwind for future...

RESEARCH CONTENT The Bank of Japan pressed the smallest possible button on Monetary Policy, removing negative rates but keeping them as...

RESEARCH CONTENT There is a lot of market discussion about when the BoJ, the last Central Bank to maintain negative rates, will tighten...

Research Content Analysis of the latest monthly data which was slightly weaker than expected and its potential impact on an already...

RESEARCH CONTENT: In the light of the recent Japanese downward inflation surprise, this note updates Japanese government and private...

Update 14 Feb 2024: The ex Fed Economist, Claudia Sahm, included the following comment in her opinion piece in the FT: "In fact, the Fed...

RESEARCH CONTENT This report discusses the market speculation about when the BoJ would tighten policy and take rates positive. It notes...

RESEARCH CONTENT Yesterday the Bank of Canada kept rates unchanged and noted that "the economy had stalled since the middle of 2023,...

Report Content Many Central Banks (CBs) were only granted independence in 1990s, not long after the economic turbulence of the 70s and...

Over the last 20 years, the 2 year US Treasury has only declined 7 times by 20bps or more in a single day. Looking at previous rate hike...

RESEARCH CONTENT France matters. It matters because its economic path has been divergent to Germany's, steadily growing to a level of...