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Pressure on Sterling as Bank of England Becomes Dovish

The Bank of England was pretty dovish last week as Mark Carney presented their quarterly inflation forecast. They reduced their GDP forecasts for 2015 and 2016 and now believe that inflation is likely to fall below 1% within 6 months. The outlook is “weaker due to Europe” which may well be facing the “spectre of economic stagnation” according to Mr ...

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EM Crisis is Getting Closer

  - Nothing new from the ECB - Decent US employment report - US Dollar bull trend remains intact - Emerging markets are looking increasingly vulnerable After a Reuters report earlier last week claiming that 7 to 10 council members were against US style QE, there were quite a few who were wondering how Mario Draghi could appease the markets. Draghi subsequently promised that the ECB ...

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Emerging Economies Face Difficult Times Ahead

It’s was an important week for central bankers with both immediate and longer term implications. As macro investors, we believe that the upcoming opportunity set could be both extremely exciting and profitable. So, here’s our take of what this week’s central bank decisions mean for markets. As has been widely discussed and anticipated, the US Federal Reserve ended their money printing ...