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Author: Daniel Murray

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In light of the recent breakdown in trade talks between the US and China, Daniel… Read more
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The slope of the US yield curve is an excellent forecaster of recessions. In… Read more
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The longer end of the US yield slope is often overlooked. In this edition of… Read more
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Thewords ‘trade war’ make dramatic headlines in the media, but will the… Read more
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Asian equities were up +30% in 2017, so what does 2018 have in store?… Read more
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15 Sep 2017  |  

Bitcoin or bit-con?

In this edition of Infocus we go behind the hype of Bitcoin… Read more
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13 Jul 2017  |  

Quarterly Market Review

With global economic growth remaining reasonably firm, concerns are mounting… Read more
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In this edition of Infocus, Stefan Gerlach and GianLuigi Mandruzzato, provide… Read more
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16 May 2017  |  

The Fed's balance sheet

In this editionof Infocus, we answer seven frequently-asked questions about the… Read more
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24 hours of Trump: our initial thoughts on his win… Read more
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Concerns raised in the Brexit vote reverberate around the world.… Read more
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A longer-term pragmatic view on China. Talk of the Chinese economy collapsing appears overdone… Read more
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The Chicago Fed recently held a conference entitled Monetary Policy Strategy,… Read more
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From the Desk of the CIO;  We noted a few weeks ago when this recent bout of… Read more
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18 Dec 2018  |  

Outlook 2019

Every December we set out our predictions for the coming year, as well as… Read more