Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

All-round Multi-Asset investor. Former head of a EUR 5 billion multi-asset fund range. Speaker. Charts & Frameworks. Founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios.
https://true-insights.net/

Global Multi-Asset Investment Strategist

The Weekly Market Monitor (29) - The Moment of Truth?

Powell Is Done, but Whether the Fed Is Too Depends on the Data

Change in Portfolio Weighs - The Fed Rules: Increasing the Weights of Equities and Treasuries

US CPI Update: If There Was Only Inflation, Things Would Still Look Complicated

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Cross Asset Strategy

United kingdom & United states / Cross Asset Strategy

<ul>
<li>Unlike US headline inflation UK inflation has ample room to come down in the remainder of the year. </li>
<li>Lackluster GDP growth and headline inflation returning to target requires less tight monetary policy. This means that the gap between UK and US 2-year yields will likely turn negative again.</li>
<li>The Bank of England is the only major central bank for which markets can still price out a considerable number of rate hikes. </li>
</ul>


Unlike US headline inflation UK inflation has ample room to come down in the remainder of the year. 
Lackluster GDP growth and headline inflation returning to target requires less tight monetary policy. This means that the gap between UK and US 2-year yields will likely turn negative again.
The Bank of England is the only major central bank for which markets can still price out a considerable number of rate hikes. 


TRADE IDEA: Short GBP, Long USD