April 7, 2021 LARRY SUMMERS – FISCAL POLICY ADVICE FOR JOE BIDEN AND CONGRESS Economics, US Brookings, Biden, Fiscal Policy ( 12 mins) Full transcript THE BROOKINGS INSTITUTION <!-- wp:paragraph {"align":"center"}... Read More...
March 5, 2021 US and UK: The Comeback Kids Big Picture, UK Economics, Emerging Markets, US ( 9 mins) The US Dollar NEER has since 12th February appreciated about 2.3% to a 4-month high and its inverse correlation with... Read More...
March 19, 2021 EM currencies: Central bank friends and foes Emerging Markets, FX, US EMFX, USD Olivier Desbarres ( 12 mins) The Fed updated “dot-chart” of all FOMC members’ expectations of the appropriate policy rate points to only an incrementally less... Read More...
SOM Commentary March 10, 2021 Normalization Means A “New Normal” Of Higher Rates Economics, Investment Strategies, Macro, US Inflation Alan Brazil ( < 1 mins) [pdf-embedder url="http://speevr.com/wp-content/uploads/2021/03/SOM-Macro-Commentary-March-9th-.pdf" title="SOM Macro Commentary March 9th"]... Read More...
Forecasting Track record March 5, 2021 US and UK: The Comeback Kids FX, Global, UK, US USD, editorial, GBP Olivier Desbarres ( 2 mins) The US Dollar NEER has since 12th February appreciated about 2.3% to a 4-month high and its inverse... Read More...
MENA April 19, 2021 IRAN/US: Fallout from Natanz attack is more negotiations Iran, Politics, US Natanz, nuclear Jon B. Alterman ( 5 mins) The April 11 attack on Iran’s Natanz nuclear site was unusual in that Israel was fairly clear about its responsibility. Iran’s... Read More...
MENA February 22, 2021 IRAN: Resumed Iran Diplomacy Will Provide No Easy Path Iran, Politics, US JCPOA Jon B. Alterman ( 5 mins) Iran is likely to restrict UN inspectors’ access to nuclear sites on 23 February, following the expiration of... Read More...
MENA March 3, 2021 MENA: Saudi-US relations under the spotlight Saudi Arabia, Middle East, Politics, US editorial Jon B. Alterman ( 4 mins) The US intelligence community assessment on the Khashoggi assassination is not as damaging as feared. ... Read More...
January 18, 2021 Dollar – Diversification, rotation and valuations Global Economics, Asia FX, UK Economics, Emerging Markets, US Olivier Desbarres ( 13 mins) Media and analyst reports focussing on the scope for further US Dollar weakness and Emerging Market currency outperformance have continued... Read More...
Asia April 20, 2021 JAPAN/US: Biden and Suga use first meeting to offer new vision Japan, Politics, US Tobias Harris ( 5 mins) US President Joe Biden welcomed Japanese Prime Minister Yoshihide Suga to the White House on Friday, 16 April, Biden’s... Read More...
Normalization Means A “New Normal” Of Higher Rates