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Weekly Talking Points - Fed, BoE and US jobs!

Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at US rate expectations, with a chart of the US money market futures strip implied curve and the US 10/2's coupon curve. Our Review section looks at the BoJ, BoC and ECB holding fast, US Q4 GDP and the S&P 500 Total Return index still forging higher, but the low VIX suggests that near term hedging costs are relatively cheap. 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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