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Weekly Talking Points - Bracing for Brexit

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at disappearing European bond yields, and how they are dragging down non-Eurozone bond yields as well. To read more please subscribe.

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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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