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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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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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