An analysis of financial market expectations of future FED, ECB, MPC and BOJ monetary policy and comparing them to the macro backdrop of...

RESEARCH CONTENT An analysis of inflation and German economic data, with observations about recent credit growth metrics. Discussion...

RESEARCH CONTENT Banking sectors in various countries have seen a tripling and quadrupling of balance sheets post GFC. This detailed...

Published 10 Nov 23 RESEARCH CONTENT Deep dive into the Canadian economy and financial markets highlighting Debt Dynamics Public sector...

RESEARCH CONTENT Analysis showing that whilst PMIs dropped in 4Q2022 in many developed countries, private sector credit growth remained...

RESEARCH CONTENT An ex-BOJ member has suggested that the BOJ could raise short end rates, but the hurdle to raise long end is high due to...

RESEARCH CONTENT Pre and post GFC, the Japanese credit cycle has been a useful guide to understand the future credit cycle and monetary...

RESEARCH CONTENT Following decades of arguably loose monetary policy, economic leverage has substantially increased in the UK. This was...

RESEARCH CONTENT: Until recently, the US experienced a 30 year period of stable low core inflation. The recent spike was led by an...