Ben May

Recent Posts

Global | Coronavirus Watch: Delta risks mount

Posted by Ben May on Jul 13, 2021 10:57:30 AM

Concerns within markets about the impact of the Delta variant on the economy is in our view warranted. We have long warned that vaccinations would be...

Global | Coronavirus Watch: Case rates fall globally

Posted by Ben May on Jun 29, 2021 10:28:42 AM

New global cases of Covid-19 have fallen below the March lows and in many advanced economies, rapid vaccination programmes have allowed economies to...

A shift to a new policy regime with much higher and more volatile inflation is a possibility that can’t be ignored due to its impact on the economy...

Global | Turning cautious on GBP

Posted by Ben May on Jun 22, 2021 2:38:01 PM

We believe now is the time to close out our tactical bullish GBP call, initiated in March, as the almost year-long rally in GBP looks increasingly...

Technical factors will push inflation up in the short-term and the fallout from the pandemic will raise inflation risks further out. But on balance...

The latest US and China inflation numbers have been shrugged off by markets despite being a bit higher than expected. While we still think that talk...

After a weak Q1 for the global economy, our baseline forecast is for a strong growth rebound in Q2, and we remain more optimistic than the consensus...