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Focus - Central Bank Calendar 2024

Our calendar of key central bank meetings for 2024 has been published! We think rate cuts are more of a H2 2024 risk for most central banks, and the BoJ will be working to reduce/remove stimulus, at their own pace. To read more please subscribe.


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Focus - Currency Matters February 2024

Expectations of early central bank rate cuts were reappraised over the last month. We maintain our view that the USD is liable to slip this year. Key levels are in play in USD/JPY, but we expect a Y14

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