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Weekly Talking Points - Bets on Fed rate cuts increase

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at fed funds futures and the increased bets on a rate cut by year end. Fans of this view may be disappointed. Our Review section looks at the fall in US inflation readings. Steps in the right direction, but the Fed is still expected to raise rates by 25 bp in May, and then pause, not pivot. 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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