top of page

Weekly Talking Points - Bank holiday week, US PCE key...

Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at rising Japanese Government Bond yields which are expected to continue to push higher. Our Review section looks at the hawkish tilt at the latest RBNZ meeting, Fed speakers, UK inflation and how US momentum shares are once again looking expensive relative to value shares. This may last for a while... To read more please subscribe.

Recent Posts

See All

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


bottom of page