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Economics for Investment - Wage Growth is Key

Our quarterly publication looks at economic trends and long-term asset allocation themes. We assess the prospects for markets using our SOLVER model (Stage of the cycle, Outlook, Leading Indicators, Valuations, Expectations and Risks). Our Focus article argues that US CPI inflation could fall to near zero in 2023 (headline) and near 2% (core) if energy and car prices fall back after their big rises this year. This will make the Fed's job judging the inflation outlook hard in 2023. Plus regional analysis covering the US, UK, China, Euro zone and Japan.

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Focus - Currency Matters July 2024

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 July and the BoE on 1st August. We still look for the USD to retr

EFI Q3 - Rate cuts in play

Our flagship publication, Economics for Investment, is just released to clients. It uses our SOLVER model to assess the economic outlook and draw out investment implications (Stage of the cycle, Outlo


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