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Weekly Talking Points - Back to central bank and data watching

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 falling trade deficit as the slump in imports can be a proxy for US economic demand. We discuss recent economic data in our review section, and take a look at the fall in Telsa share prices and Bitcoin again. 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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