Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the lofty S&P 500 and the long-term bull trend. Our Review section looks at US economic data. We also look at US bond and TIPS yields. To read more please subscribe.
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See AllG7 debt ratios rose during Covid and deficits remain higher than in 2019 despite full employment. In fact 2023 saw a new fiscal stimulus in most G7 countries. While governments plan to cut deficits we
Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the FTSE MIB which is breaking higher. More gains ahead? Our Review section l
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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