Weekly Talking Points - Bring on 2021!

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at emerging markets beyond China and suggests Mexico, as a high beta play on US prospects, is worth a look as prospects under Biden may be better than under the jingoistic Trump. Our next publication is on 4 January 2021, best wishes for the holiday season and the New Year to all! To read more please subscribe.

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Weekly Talking Points - Fed in focus

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 Eurodollar futures strip and implied money market curve. To read more plea

Weekly Talking Points - Hot Hot Hot

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at Gold and central bank stimulus removal risk. To read more please subscribe.