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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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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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