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Weekly Talking Points - Blah blah blah...

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 steepening US coupon curve (10/2s) and the BNKS ETF, as a steepening yield curve should be supportive of financial shares. 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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