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Weekly Talking Points - All about inflation...

Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at Microsoft, on the view that the company changed the world of investing (to some extent). Our Review section looks at the RBA rate decision, falling inflation in China and the uptick in the US ISM non-manufacturing survey data. 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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