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Economics for Investment - The Biden Boom

Our quarterly publication, looking at economic trends and long-term asset allocation themes. We assess the outlook using our SOLVER framework. Our regular Focus looks at US bond yields and asks how high they might go. Plus 10 pages of regional analysis covering the US, UK, Euro zone, China and Japan.

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FX market participants continue to trade off of interest rate differentials - and expectations of changes in the differentials. Fed rate hike expectations have disappeared lately and the USD has lost

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