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Weekly Talking Points - Central banks still 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 US retailers and the Consumer Discretionary sector ahead o the Christmas season. We discuss looming rate decisions from major central banks, and US employment data for November that points to the economy still being strong. To read more please subscribe.


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Central bank rate change divergence is likely to build over the summer. The RBNZ meets o/n and it will be interesting to see if they push rates higher again or pause. The USD is holding steady or gain

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