Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at US Consumer Staples and some 'guilty pleasure' shares. We also look at recent economic data, and how Turkey's unorthodox approach to dealing with 80%+ inflation is seeing the stock market in USD terms perk up, with USD bond yields dipping a touch. To read more please subscribe.
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See AllThe 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
Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the FTSE 100 - low valuations argue for investor attention, as does the attra
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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