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Focus - Currency Matters August 2023

Markets are trying to price in 'peak rate' risk for major central banks. The USD has picked up over the last few weeks and the risk is that extends. The JPY is at key levels, while China economic slowdown risk may become a factor. If you would like to read our report, contact us at

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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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