US consumer –  From King to Prince

US consumer – From King to Prince

Fixed Income Research & Macro Strategy (FIRMS) 8 October 2019 It is perhaps obvious that Personal Consumption Expenditure (PCE) or consumer demand is critical to US economic growth. PCE growth has accounted for over 80% of US real GDP growth since end-2013 (see...
Here’s why I’m starting to build longs in GBP

Here’s why I’m starting to build longs in GBP

Brexit is fast approaching another crunch point and many roads point North for the pound Trading GBP has been like trying a bucking Bronco machine on full power. I’ve been loathed to do anything more than scalp the odd headline, or take a position on a clear...

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