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Weekly Talking Points - Bring on Q2...

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at global clean energy again. We discuss the implications of the US 10-yr. note yield reaching 2.5% to our asset allocation view. To read more please subscribe.


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EFI Q1 - Bracing for Trump

Our flagship publication, Economics for Investment is just released to clients. It uses our SOLVER model to assess the economic outlook...

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