top of page

Weekly Talking Points - UK Budget, ECB, US jobs all key

Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at previous tops in the S&P 500 and the current chart. New all-time highs are keeping the focus on the upside for now, but it is good to note how tops formed at the start of the century and during the global financial crisis. Our Review section looks at recent economic data and events. We look at core US PCE which is working towards the Fed's target rate and also discuss the FTSE 100 total return index, which posted new all-time highs last month. - To read more please subscribe.

Recent Posts

See All

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


bottom of page