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Weekly Talking Points - Bank of England in the spotlight

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 MSCI World Transportation index for clues on economic activity. The BoE meets this week and has tough choices to make, while US CPI is out and may help or hinder Fed pause hopes. Our Review section looks at recent economic data and market events. RBA, Fed and ECB rate hikes, maybe some hopes of pausing from the Fed but the strong US employment report may be a worry. The Baltic Dry Index has fallen a long way - maybe too far? The focus in the US media is on regional bank woes, but big bank indices have fallen nearly the same since their January 2022 peak. To read more please subscribe.

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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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