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Weekly Talking Points - Choppy waters for 2024!

Our round-up of what to expect in the coming week and the key events of last week. Best wishes for a Happy, Healthy and Prosperous 2024!

The regular Spotlight feature looks at the big upside momentum in the US main stock index in 2023 which may carry over into 2024. Our Review section looks at the big returns in stocks and lower bond yields at year end, with the Fed, ECB and BoE facing a market that is pricing in improbable rate cut expectations! 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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