We discuss a new Bank of England paper. And it turns current central banking thinking on its head!
https://www.bankofengland.co.uk/working-paper/2020/eight-centuries-of-global-real-interest-rates-r-g-and-the-suprasecular-decline-1311-2018
It seems that markets are beginning to read the room, as the unwinding of the so-called rules based order – which really was based...
The combination of high prices and interest rates is seeing affordability become extremely stretched at a time when cost-of-living pressures more generally are also...
This is our annual review of the financial markets, and weekly update. As we close out 2023, the analysts are talking about the great...