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Weekly Talking Points - Central banks step up...

Our round-up of what to expect in the coming week and the key events of last week.


Our regular Spotlight feature looks at US growth shares and value shares, with growth doing well in 2023 and starting 2024 on a strong footing. Our Review section looks at the comments from the ECB's Lagarde, recent economic data and US bank shares. 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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