Simon White

Simon White

Macro Strategist

Latest

Turkish State Lenders Return to Lira’s Defense After Record Drop

War Has Caused Lasting Damage to the Dollar System

April 9, 2026

April 9, 2026

War Has Caused Lasting Damage to the Dollar System

Turkish State Lenders Return to Lira’s Defense After Record Drop

February 24, 2026

February 24, 2026

Why Jamie Dimon’s Doubts on the Credit Market Are Well Founded

Key Speakers At CEO Workforce Forum

November 12, 2025

November 12, 2025

This Is Why You Should Treat the Stock Rally With Skepticism

Stocks Climb On Bets Shutdown Is Coming To An End

February 6, 2025

February 6, 2025

Pimco Sees Opportunity in Trump-Induced Bond Volatility

Pacific Investment Management Co. CEO Emmanuel Roman & CIO Dan Ivascyn Interview

June 18, 2024

June 18, 2024

French Banks Risk Causing Global Volatility as Key Lenders to the World

La Defense, Paris.

April 4, 2024

April 4, 2024

Hardly Anyone Is Short Treasuries. Perhaps They Should Be

House Republicans And White House At Odds As Debt Ceiling Deadline Looms

January 17, 2024

January 17, 2024

Markets Want Rate Cuts Faster and Sooner. But Fed Is Pushing Back

Fed to Release Officials’ Forecasts for Benchmark Interest

January 16, 2024

January 16, 2024

Retirement Savers Are Putting More Money Into Stocks, Survey Shows

Equities and real estate are two asset classes poised to benefit from aging society, respondents say

Symbol photo on the topics saving up. Dollar banknotes and coins.

October 19, 2023

October 19, 2023

Treasury Loss? You’re Also Paid Back in Depreciating Dollars

The decline of the real dollar’s value when inflation is elevated is an additional kick in the shins to those holding Treasuries

Tech Stocks Push S&P 500 Further Into Bull Market

October 3, 2023

October 3, 2023

Bond Heretics, Not the Vigilantes, Pose Biggest Risk for Yields

Congress Passes Debt-Limit Deal Ahead Of Treasury Secretary's June 5 Deadline

June 12, 2023

June 12, 2023

Fed Will Keep Rates High Thanks to Inflation Fueled by Corporate Greed, Investors Say

Surging profit margins that helped drive inflation will recede, according to majority of investors in Bloomberg survey.

US Consumer Confidence Drops To Three-Month Low On Inflation

December 20, 2022

December 20, 2022

US Recession Is Key to Whether BOJ-Fueled Treasury Selloff Lasts

Dow Drops Sharply After Federal Reserve Interest Rate Announcement

November 22, 2022

November 22, 2022

Fed Hawkishness Peaks as Rising Debt Payments Erode Savings

Excess savings built up in the pandemic are falling rapidly.

Fed Hawkishness Peaks as Rising Debt Payments Erode Savings

October 11, 2022

October 11, 2022

Credibility Crisis in the UK Deepens Rate and Inflation Risks

Bank of England Raises Rates by Most Since 1995

October 7, 2022

October 7, 2022

Recession Beat Grows Louder With Slower Earnings, Weaker Economy

Recession Beat Grows Louder With Slower Earnings, Weaker Economy

October 5, 2022

October 5, 2022

Bear-Market Rally Has Legs With Powerful Move Off the Bottom

Bear-Market Rally Has Legs With Powerful Move Off the Bottom

October 2, 2022

October 2, 2022

Relentless Dollar Rally Raises Bets on Interventions, Investors Say

About 45% of 795 respondents in the latest MLIV Pulse survey expect an orchestrated response from several governments to stop the dollar surge.

Money Exchange Stores in Jakarta As Dollar Surges Against Other Currencies

September 30, 2022

September 30, 2022

UK’s Need for Foreign Capital Leaves Bonds and Sterling Exposed

U.K. Banknotes Inside A G4S Plc Secure Facility

September 27, 2022

September 27, 2022

Pound May Need to Fall Further to Plug the Hole of UK’s International Debt

Sterling has to find a level where foreign investors believe the long-term return on UK assets is attractive again.

Pound May Need to Fall Further to Plug the Hole of UK’s International Debt

September 23, 2022

September 23, 2022

Financial Repression May Become Necessary to Contain UK Yields

Skyscrapers in London's Square Mile