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Weekly Talking Points - Anticipation...

Our round-up of what to expect in the coming week and the key events of last week.


Our regular Spotlight feature looks at the Japanese TOPIX equity index. We have liked this market for some time and investors agree with us. The focus is on the BoJ now, with eyes still on the all-time high from 1989 as the next big target. Our Review section looks at the US CPI and PPI data and the approval of spot Bitcoin ETFs in the US - buy the rumour, sell the fact risk is pretty high here. 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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