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Konstantinos Venetis

Konstantinos Venetis joined TS Lombard in February 2015. His coverage is global, with a focus on the UK, Australia, oil and industrial metals. He has well-rounded experience in financial markets, starting his career at Bear Stearns’ investment banking division and subsequently working as a trader, fund manager and research analyst. Konstantinos holds an M.Phil. in Economics and a B.A. in Philosophy, Politics & Economics from Oxford University.
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Recent Posts

Bonds are saying the market needs a new catalyst

15 Jun 2021 - Konstantinos Venetis

The second quarter of 2021 is set to mark the peak in quarterly GDP growth for most of the major economies, which will give way to a still solid but slower pace of expansion as the transition from an early to a.

#Federal Reserve #Inflation #Bond markets #Recovery

Mid-cycle transition means no more low-hanging fruit

11 May 2021 - Konstantinos Venetis

This economic cycle has matured very quickly, courtesy of a strong policy response and the speedy arrival of effective vaccines against Covid-19. Indeed, this has felt more like a bounce-back from a natural disaster.

#Federal Reserve #Inflation #Bond markets

Commodity bull moving into mid-cycle

30 Apr 2021 - Konstantinos Venetis

It has been a little over a year since commodity prices bottomed out, marking the start of a powerful rally that is reminiscent of those in 1993-95, 2005-07 and 2009-10. With the global economic recovery set to gather.

#Federal Reserve #Commodities #Oil

Bond market takes a breather

14 Apr 2021 - Konstantinos Venetis

If there is one theme that marked the first quarter of 2021, it is the upturn in bond yields. February saw real interest rates take up the baton from inflation expectations as the primary force behind rising long US.

#Liquidity #Stimulus #Stock Market

Oil: new playbook, same old cycle

05 Mar 2021 - Konstantinos Venetis

We have often made the argument that although the nature of the Covid shock makes this macro cycle unique, it is important not to lose sight of the fact that this remains a cycle. The same is true of the oil market..

#Inflation #OPEC #Commodities #Oil

Commodity Supercycle now on? Potential is there

01 Mar 2021 - Konstantinos Venetis

There are two questions that the current debate on the commodity cycle tends to conflate. Does the rally that kicked off in spring 2020 have further to go? And are we in the early stages of a so-called “supercycle”,.

#Federal Reserve #Stimulus #Commodities #Oil

UK economy at inflection point

07 Oct 2020 - Konstantinos Venetis

Chancellor Rishi Sunak has vowed to “balance the books”, yet pressure to keep the fiscal taps loose is unlikely to let up anytime soon. The government’s backstops have put a floor under the economy, but as the mid-year.

#Bank Of England #United Kingdom #Labour Market

Japan: nothing more permanent than a temporary solution

06 Oct 2020 - Konstantinos Venetis

The appointment of Yoshihide Suga marks the end of Abenomics in name, but not in substance. And while this may look like an opportune time to press on somewhat harder with 'third arrow' structural reforms, we would not.

#Abenomics #Bank of Japan #Yen

World Trade momentum

06 Oct 2020 - Konstantinos Venetis

Macro momentum is easing but remains positive. Our Global Leading Indicator remains consistent with improving macro momentum, in line with the message from other widely followed high-frequency series like the OECD.

#Equities #China #Bond markets #Commodities #USD

The message from gold and industrial commodities

01 Sep 2020 - Konstantinos Venetis

The nature of the Covid-19 shock makes this macro cycle unique – but this is still a macro cycle. The pattern remains the same. A contraction in GDP is met with counter-cyclical policy measures that aim to get the.

#Monetary Policy #Reflation #Gold #Commodities

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