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Weekly Talking Points - Great start to the year...

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at European shares and how well they are doing. 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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