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Weekly Talking Points - Central bank watch week pt.1

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at ECB rate hike expectations and some implications for bonds. The weekly review section looks at central bank tightening and the strong USD vs. a weak GBP. 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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