Oct 18, 20241 min readFocus - Currency Matters October 2024The Fed started their rate cut cycle with a bang, but US economic data remains strong which is whipping expectations of how far the Fed...
Oct 12, 20241 min readWeekly Talking Points - ECB key this weekOur round-up of what to expect in the coming week and the key events of last week. The focus will be on the ECB meeting this week as...
Oct 9, 20241 min readEFI Q4 - Policy uncertainty dominatesOur flagship publication, Economics for Investment is just released to clients. It uses our SOLVER model to assess the economic outlook...