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Weekly Talking Points - Fear and greed tussle

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 rise in US bond yields as inflation readings for January came in higher than expected. The 2-yr. note yield is back to lofty levels, and while waiting for a 5% or higher print is tempting, those who regretted missing the last push these levels are getting another chance it seems. The Review section looks at recent inflation readings from the UK and US and other economic data. We also look at an energy company ETF and the price of Brent crude. 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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