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Weekly Talking Points - Bracing for Winter

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at Bubbles and how to spot them (key points from two books written by John Calverley, our Chief Economist). 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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