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Weekly Talking Points - Fed ready to pause, skip or hike?

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 FTSE 250. The index usually rises the year after a negative return year, but two exceptions stand out. Two down years were seen after the 'dot-com' bubble burst, and during the global financial crisis. A bounce this year, or another -20% fall? We lean to a positive year, but... Our Review section looks at the US employment report, gold and the BNKS ETF. 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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