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Weekly Talking Points - Life after Trump

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at rising US government bond yields and a steepening coupon curve. The breach of 1.00% in the US 10-yr. note may lead to 1.5%/1.7% and higher. 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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