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Weekly Talking Points - Fed watchers sifting through the tea leaves

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at major market sovereign bond yields - peak yield may be at hand or is there a lot left to go in this bond bear market? Our Review section looks at UK inflation and employment along with US retail sales, Bitcoin, Gold and the French 2072 OAT! 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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