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Summary of our Latest Views
Our up-to-date subjective probabilities and market views.
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Ashridge Macro
A Personal Update
Dear readers; Over the past ten months, creating material for Ashridge Macro has been a rewarding experience, and it’s been gratifying to see the…
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Ashridge Macro
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May Payrolls Review
On balance, another strong jobs report
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Ashridge Macro
UK CPI Review: Strength Abounds
We discuss the April CPI Release and what it means for the BoE
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Ashridge Macro
Breaking Down Breakevens
We experiment with a fair value approach
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Ashridge Macro
US Inflation Expectations Chart Deck - May Update
We update our tracker document for May
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Ashridge Macro
A Theory of Lags
We review CPI, and outline one theory as to why transmission lags may have lengthened
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Ashridge Macro
Payrolls Post-Mortem
We review April's payrolls numbers and what they mean for the Fed/Markets
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Ashridge Macro
Ashridge Macro
Global macro news and views.

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