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Focus - Currency Matters December 2023

The Fed pause and pivot is driving USD sentiment - with further losses expected. The Bank of Japan is on plate again, and the near term trend risk is for the JPY to firm further. 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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