Oct 181 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 121 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 91 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...