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Weekly Talking Points - US Large Cap View Moved to Underweight

Our round-up of what to expect in the coming week and the key events of last week. Our regular feature Spotlight looks at the new highs being made in the NASDAQ 100 and what it means for US equities.


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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t

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