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Weekly Talking Points - Fed pushes back on early rate cuts...

Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at dividend paying shares that are rising. The iShares MSCI World Quality Dividend ESG UCITS ETF is pushing higher, and more gains look likely if the US (and the world) avoids a hard recession this year. With Meta (Facebook) now paying a dividend, the idea of getting paid to own a share seems to be catching on! Our Review section looks at the Fed and BoE rate decisions, Eurozone economic data and the US jobs report. We also note the fall in US regional bank shares, which should be limited... 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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