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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 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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