In our latest Currency Matters publication we discuss the effect of the resumed US war in Iran and potential central bank/rate and FX expectations. The BoJ and RBNZ raised rates last month and Fed Chair Warsh talked tough at his first meeting as Chair. We suspect Warsh will be happy to let the market 'snug' rates higher for him rather than risk the wrath of US President Trump and actually raise rates any time soon though, which may undermine the USD over the coming months. If

Our round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we look at US CPI and PPI that are due this week, along with testimony to Congress from Fed Chair Warsh. The Bank of Canada decides rates and there is UK GDP data out this week as well. We shine our Spotlight on the SOX index with some room for further corrective pullbacks seen. Our review section looks at US President Trump ending the ceasefire with Iran an