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...

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...

CPI inflation is set to rise well above the Bank of Canada’s 2% target this spring and will likely surpass 3% y/y for the first time since 2011....