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Weekly Talking Points - Energy markets catching up

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the recent relative outperformance by the US S&P 500 energy sector compared to the communications sector as another example of the potential 'great rotation'. 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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