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Trump Continues Trade Offensive

Macro Commentary Alan Hill -
Chats with Merkel and Macron to drum up support In a rare show of the need for consolidated action, President Trump apparently contacted the leaders...

Is Global Growth Sustainable?

Macro Commentary Alan Hill -
G7 Central Banks eye a return to rate normality When the global financial crisis hit, and Central Banks realized that they had to act decisively...

Ranges Intact in Short Week

EURGBP Alan Hill -
Sterling shrugs off Brexit concerns Last week was a good week for the UK economy, Sterling and Brexit. If what has been happening in the...

Trump Drives Risk Aversion.

Analysis Alan Hill -
Fighting a battle he cannot win. Donald Trump likes issuing Presidential memoranda. It appears to give him a sense of the dictator, a role he...

What goes up! Sterling still looks fragile.

Macro Commentary Alan Hill -
Sterling still looks fragile. I cannot decide if it is me, or the pound, that is having an “Emperor’s New Clothes moment”. I suppose only...

Monetary Policy to the fore. Could Powell be the next departure?

Macro Commentary Alan Hill -
Let’s start with a little speculation. Given the “revolving door” policy that Donald Trump seems to be using to try to find a settled Cabinet,...

One Step is just One Step.

Macro Commentary Alan Hill -
Not necessarily forward The UK and EU announced that an agreement has been reached over the transition period that will follow the UK’s departure from...

UK to agree shorter transition.

Macro Commentary Alan Hill -
Davis slips a major concession into conversation It has been a feature of Brexit negotiations that the market seems to slip into an optimistic frame...

U.S. Cult of Personality Continues

Macro Commentary Alan Hill -
Kudlow follows Cohn as Chief Economic Advisor. President Trump has continued to surround himself with like-minded people as he strives to drive home the policies...

Inflation Data Confirms Gradual Hikes

Macro Commentary Alan Hill -
Goodbye Rex; You didn’t understand the rules When people wonder at the way in which Donald Trump reached the position he has reached, yesterday’s summary...
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