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Weekly Talking Points - All Hallows Eve and the Fed... spooky!

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the US money market futures implied rate curve. Our Review section looks at the recent economic data, the Italian BTP yield near 5% and spread over the German bund yield and the Russell 2000 index which has slumped back towards the 2022 low. 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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