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Weekly Talking Points - Central bank hootenanny...

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at US rates through the implied futures money market futures. The Fed, ECB and BoE meet this week, all are expected to raise rates, but watching for guidance will be key, especially after the Bank of Canada suggested they were willing to pause after their hike last week. We also show the US and European defence sector charts, and a luxury ETF to show the effect of China opening up. 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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