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Weekly Talking Points - Can Biden go big?

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at UK index-linked Gilt yields which hit a new all-time low in December 2020. To read more please subscribe.

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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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