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Focus - Currency Matters September 2022

Central bank rate hikes remain in focus, with the USD strength extending. Key levels are in play in the EUR/USD, USD/JPY and GBP/USD.

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Focus - Currency Matters April 2024

The USD is surging again as strong economic activity and hot inflation readings in the US shift rates higher. We look at the money market curves, central bank policies, and ponder whether the USD gain

EFI Q2. Inflation - the last mile

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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