top of page

Weekly Talking Points - Gauging growth this week...

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at ultra-long dated bonds math this week, as a speaker at the STA's Technicals to Trading Systems conference offered intriguing insight into the risks and opportunities in this asset class. Our Review section looks at recent economic data. We also look at the long and short-term SPY (S&P 500 market cap weight ETF) and RSP (S&P 500 equal weight ETF) relative performances, and global 2-yr. note yields. 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

Comments


bottom of page