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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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Rate hike expectations are shifting swiftly across the major FX rates as US bank wobbles and fears spread. This is making FX rates jumpy, and further choppy trading looks likely in the near term. Our

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