Gary SmithNov 18, 20237 minCentral Bank Reserves Management in an era of uncertainty -Gary Smith and John Nugée. Our readers will not need us to tell them that we live in a time of heightened uncertainty and tension. With wars in the Middle East and...
Gary SmithApr 3, 20214 minInvestors should brace for a long ride on the Inflation Rollercoaster – Part 2As we described in Part 1, investor concern over where the inflation rate might be heading has intensified. Google searches for...
Gary SmithMar 25, 20217 minInvestors should brace for a long ride on the Inflation RollercoasterThis is the first of a two part analysis of where inflation might be heading. Confusion about where inflation is heading has rarely been...
Gary SmithMar 24, 20212 minA risible vaccine skirmish The FT on Saturday accused Ursula von der Leyen of “sabre rattling”. I can report that within my WhatsApp group this rattling has brought...