The dominate macro themes of the year ahead, a post-mortem from JPM on last week's risk-on rally, stagflation strikes the United Kingdom, and much…
Explaining the record-setting risk-on rally, thinking through the Fed's new reaction function, and why Goldman is now floating the idea of raising the…
Powell breaks out his hawkish handbook, a legendary hedge fund doesn't like what it sees, and the BoE brazenly begs the market to reconsider the yield…
The Fed puts itself in a quandary, the gilt crisis comes to a close, the BoJ embraces rates divergence, and the one question Goldman thinks everyone…
Concerns arise over treasury market liquidity, why volatility could be a virtue to central banks, another intervention occurs, and Goldman rethinks…
CPI kicks off a bout of volatility, equities leave market participants exasperated, and monetary policy makers may finally be forcing the hand of fiscal…
Goldman's inflationary framework, an update on gilts and oil, and how economic adjustment may increasingly come through the FX channel...
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Revisiting Goldman's Macro 3D's, The BoE steps forward as gilts and sterling whipsaw, Goldman doesn't (fully) back down on their oil expectations, and…