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...

Currency markets are digesting the ECB rate cut and the Fed standing pat in June. The French snap election is knocking the EUR a bit,...

Our round-up of what to expect in the coming week and the key events of last week. The BoE, RBA and SNB decide on rates this week, with...

Our investment monthly for June 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. US CPI/PPI and the Fed meeting are key this week. Our...

Our round-up of what to expect in the coming week and the key events of last week. The Taylor Swift concerts hit the UK this week -...

Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at rising...

G7 debt ratios rose during Covid and deficits remain higher than in 2019 despite full employment. In fact 2023 saw a new fiscal stimulus...

Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the FTSE MIB...

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank...