The Fed is expected to begin their rate cut cycle on 18th September, adding to bear USD pressures. Much depends on other central bank...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on US CPI and the ECB meeting this...

Our investment monthly for September 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on US employment report this week....

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on US economic data this week, with...

Trying to spot a peak or top in stock markets is very difficult – especially ahead of time! In this focus paper we look at some...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on the Fed's Jackson Hole symposium...

Currency markets were jolted over the last month by the JPY gains, with our 3-month USD/JPY forecast met a bit sooner than we were...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on CPI readings from the US and UK...

Our investment monthly for August 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on the US ISM non-manufacturing PMI...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on the Fed, BoJ and BoE meetings...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on the PCE reading in the US this...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on the ECB meeting this week. They...

Currency markets are still being driven by central bank rate move expectations. The ECB meets next week, the Fed and BoJ at the end of...

Our flagship publication, Economics for Investment, is just released to clients. It uses our SOLVER model to assess the economic outlook...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on US CPI this week, with the RBNZ...

Our investment monthly for July 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets....

Our round-up of what to expect in the coming week and the key events of last week. The UK election on Thursday will be important to...

Our round-up of what to expect in the coming week and the key events of last week. US personal income and spending is out this week...