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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 how UK investors are braced for rate hikes from the BoE. Our Review section looks at the rate hikes by the Fed and ECB, and the move by the BoJ as their yield curve control cap lifts from 0.5% to 1.0% for the 10-yr. JGB yield. US Q2 GDP surprised at 2.4% (annualised), Goldilocks continues to baffle bears? 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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