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Are we heading for inflation or deflation?

Click here for our video on the outlook for inflation. John Calverley, Chief Economist argues that the short-term impact of the Covid crisis is lower inflation, but the policy response of expansionary fiscal and monetary policy, both likely to be maintained for some time, points to inflation risks longer term.

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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t


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