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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 April 2024

The USD is surging again as strong economic activity and hot inflation readings in the US shift rates higher. We look at the money market curves, central bank policies, and ponder whether the USD gain

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