Olivier Desbarres·Jan 25, 2022United Kingdom: Inflation without benefitsConsumer demand in the United Kingdom remains modest, which we attribute to a combination of factors. These include still curtailed…
Olivier Desbarres·Jan 21, 2022Light at the end of long Eurozone tunnel?The number of new daily cases of Covid-19 has remained at or near record-highs in most Eurozone countries, including Germany, France, Italy…
Olivier Desbarres·Nov 18, 2021FX round-up — Calm before the next stormThe spike in US Treasury yield volatility last week, following the release of gangbuster US CPI-inflation data for October, partly fed…
Olivier Desbarres·Oct 1, 2021Sterling — Fuel for thoughtI will be speaking on the “Fixed Income and FX” panel at the (virtual) Global Independent Research Conference on 13th October at 12.30 (UK…
Olivier Desbarres·Sep 22, 2021Macro data dog not wagging FX market tailUS macro data, including measures of US inflation, non-farm employment, retail sales, manufacturing output, ISM PMIs and consumer…
