Roger Hirst

Roger Hirst

Roger Hirst
Markets
Members Public

Time to be Contrarian?

Given where consensus stands currently, what are the options for investors?

Roger Hirst
Markets
Members Public

Yen Weakness, Why It Matters, and Recession Risks

We cover the latest developments around the Japanese Yen, and dissect its implication for Asia and the rest of the World.

Roger Hirst
Markets
Members Public

Recession Risk Indicator: Yield Curve or Inflation?

Should we look at the yield curve or at inflation levels to assess the real risk of a recession?

Roger Hirst
Markets
Members Public

The Case for Peak Hawkishness

What if we already reached peak hawkish sentiment?

Roger Hirst
Markets
Members Public

The US Dollar in 2022: Cautiously Bullish

We look at what the USD did in 2021 and make the case for 2022.

Roger Hirst
Markets
Members Public

Repricing of Rates, VAR Shocks, and the Dollar

How can monetary policy help solve the problem of higher input prices? It can't.

Roger Hirst
Markets
Members Public

Tapering, Disappointing Data, and Lack of Global Growth

Whilst 'Tapering' in 2013 meant higher yields, this time around, if it does take place, it'll likely lead to lower yields.

Roger Hirst
Markets
Members Public

The Dollar, Emerging Markets, and Volatility

A surging dollar could have significant implications for reflation, emerging markets, and volatility.

Roger Hirst
Markets
Members Public

Market, Corporates and Central Banks’ View on Inflation

Commodity prices and CPI subcomponents continue to flag an increased risk of inflation.

Roger Hirst
Markets
Members Public

Corporate Taxes, EM Tech, and New Investing Principles

We find the increased focus on corporate taxes to be a fair and necessary discussion to have, especially given the number of loopholes that corporates are currently benefiting from.

Roger Hirst
Markets
Members Public

Short-Term Inflation, Long-Term Unknown

Short-term vs long-term inflation expectations are telling two different stories about the fundamental strength of the economy.

Roger Hirst
Markets
Members Public

The Risks to 2021 Consensus Outlook

The reflation narrative has become the overwhelming consensus view for 2021. This implies a weaker dollar, higher bond yields, and outperformance from emerging markets and commodities.