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Weekly Talking Points - Bank of England takes centre stage

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 UK 10-yr. gilt yield as well as the futures implied rate curves. The market is looking for rate hikes, will the BoE comply? Our Review section looks at the Fed pause and the ECB rate hike along with recent data from the US and UK. 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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