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Weekly Talking Points - Bank of Japan - fish or cut bait?

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 big fall in US sovereign bond yields, and rise in prices. More of the same ahead? Our Review section looks at the Fed meeting with their pause and pivot driving markets now. The ECB and BoE paused as well, and are trying to push back on near term rate cut hopes, good luck with that! 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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